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
$1.32B
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.26M 0.17%
15,056
-703
127
$2.25M 0.17%
31,231
-257
128
$2.23M 0.17%
20,235
+2,292
129
$2.14M 0.16%
23,998
+607
130
$2.13M 0.16%
7,981
-23
131
$2.09M 0.16%
8,376
-418
132
$2.03M 0.15%
18,433
-3,371
133
$2.03M 0.15%
14,661
-419
134
$1.99M 0.15%
6,851
-17
135
$1.98M 0.15%
43,427
-1,888
136
$1.98M 0.15%
58,540
+5,530
137
$1.97M 0.15%
14,906
+1,043
138
$1.84M 0.14%
44,267
-1,225
139
$1.83M 0.14%
39,939
-4,757
140
$1.76M 0.13%
11,114
-1,206
141
$1.72M 0.13%
9,462
-1,798
142
$1.7M 0.13%
12,222
+974
143
$1.7M 0.13%
20,282
+35
144
$1.69M 0.13%
54,444
-952
145
$1.66M 0.13%
5,588
-1,012
146
$1.64M 0.12%
16,937
+625
147
$1.53M 0.12%
6,473
-124
148
$1.53M 0.12%
12,617
149
$1.51M 0.11%
2,784
-545
150
$1.49M 0.11%
39,066
+1,736
4 5
6
7 8