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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.3M 0.17%
8,126
+145
127
$2.22M 0.16%
6,847
-10,931
128
$2.2M 0.16%
8,217
-159
129
$2.16M 0.16%
42,380
-1,047
130
$2.08M 0.15%
73,295
+20,273
131
$2.07M 0.15%
26,577
+2,008
132
$2.05M 0.15%
31,122
-109
133
$2.04M 0.15%
39,476
-4,791
134
$2.02M 0.15%
6,677
-174
135
$2.01M 0.15%
14,424
-237
136
$1.99M 0.14%
20,382
+100
137
$1.97M 0.14%
18,017
-416
138
$1.88M 0.14%
13,123
+901
139
$1.85M 0.13%
43,267
+33,859
140
$1.79M 0.13%
37,702
-2,237
141
$1.77M 0.13%
60,978
+2,438
142
$1.75M 0.13%
+4,490
143
$1.74M 0.13%
2,753
+19
144
$1.72M 0.12%
5,486
-102
145
$1.7M 0.12%
12,617
146
$1.65M 0.12%
15,859
-1,078
147
$1.64M 0.12%
8,661
-314
148
$1.64M 0.12%
8,369
-85
149
$1.63M 0.12%
35,615
-669
150
$1.6M 0.12%
18,172
4 5
6
7 8