SB

Simmons Bank Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.94M 0.16%
81,920
+10,067
127
$1.94M 0.16%
24,005
-2,286
128
$1.93M 0.16%
6,534
+480
129
$1.92M 0.16%
15,984
-612
130
$1.9M 0.16%
32,322
-535
131
$1.89M 0.16%
30,633
-194,544
132
$1.88M 0.15%
36,193
+1,327
133
$1.81M 0.15%
14,755
+5,527
134
$1.8M 0.15%
31,772
+100
135
$1.77M 0.15%
43,941
-500
136
$1.77M 0.15%
32,969
-373
137
$1.75M 0.14%
47,683
-10,011
138
$1.72M 0.14%
43,925
+5,076
139
$1.71M 0.14%
19,536
+2,454
140
$1.7M 0.14%
14,719
+2,421
141
$1.7M 0.14%
73,337
-17,255
142
$1.68M 0.14%
18,285
+7,590
143
$1.65M 0.14%
22,547
+218
144
$1.65M 0.14%
64,535
+34,482
145
$1.65M 0.14%
12,056
+35
146
$1.63M 0.13%
44,119
-2,043
147
$1.6M 0.13%
7,458
+2,213
148
$1.53M 0.13%
15,821
+1,416
149
$1.52M 0.13%
23,394
+2,761
150
$1.52M 0.13%
54,977
+669
4 5
6
7 8