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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.17%
22,181
-869
127
$1.97M 0.17%
14,698
-526
128
$1.97M 0.17%
8,925
+377
129
$1.92M 0.16%
28,809
+1,297
130
$1.92M 0.16%
11,154
+30
131
$1.88M 0.16%
57,020
+3,715
132
$1.85M 0.16%
7,580
-362
133
$1.81M 0.15%
45,122
-683
134
$1.79M 0.15%
30,029
+4,393
135
$1.78M 0.15%
39,392
+1,011
136
$1.78M 0.15%
21,346
+591
137
$1.77M 0.15%
20,917
-6,870
138
$1.74M 0.15%
8,650
-27
139
$1.73M 0.15%
22,533
+143
140
$1.72M 0.14%
10,294
-426
141
$1.66M 0.14%
24,025
+1,075
142
$1.66M 0.14%
33,721
-8,076
143
$1.65M 0.14%
7,499
-1,571
144
$1.61M 0.14%
19,921
+869
145
$1.61M 0.14%
20,866
-135
146
$1.54M 0.13%
13,549
-578
147
$1.53M 0.13%
8,782
-108
148
$1.51M 0.13%
7,003
+469
149
$1.46M 0.12%
91,650
-1,266
150
$1.42M 0.12%
18,798
-2,226
4 5
6
7 8