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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.07M 0.17%
32,262
-60
127
$2.07M 0.17%
38,119
+1,926
128
$2.04M 0.17%
20,245
+291
129
$2.04M 0.17%
34,238
-926
130
$2M 0.16%
56,073
-1,307
131
$1.98M 0.16%
5,863
-671
132
$1.98M 0.16%
32,085
+1,452
133
$1.97M 0.16%
11,931
-125
134
$1.96M 0.16%
6,282
-2,605
135
$1.93M 0.16%
23,715
-290
136
$1.84M 0.15%
32,046
-923
137
$1.81M 0.15%
18,050
-235
138
$1.8M 0.15%
83,775
+1,855
139
$1.79M 0.15%
45,850
-1,833
140
$1.78M 0.15%
46,058
+2,133
141
$1.76M 0.14%
73,085
-252
142
$1.72M 0.14%
12,998
-8,551
143
$1.68M 0.14%
7,451
-7
144
$1.68M 0.14%
46,830
+2,711
145
$1.68M 0.14%
21,733
-814
146
$1.64M 0.13%
47,218
+4,911
147
$1.64M 0.13%
14,090
-629
148
$1.64M 0.13%
25,261
-1,162
149
$1.62M 0.13%
34,483
-4,765
150
$1.62M 0.13%
18,597
-939
4 5
6
7 8