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
$909M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.94M
3
+$1.66M
4
KO icon
Coca-Cola
KO
+$990K
5
SLV icon
iShares Silver Trust
SLV
+$983K

Top Sells

1
+$4.22M
2
+$2.32M
3
+$2.28M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.26M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.14M

Sector Composition

1 Technology 14.1%
2 Financials 13.93%
3 Consumer Discretionary 8.59%
4 Healthcare 4.49%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$720K 0.08%
7,044
-164
152
$719K 0.08%
8,161
-764
153
$696K 0.08%
10,232
+329
154
$680K 0.07%
6,576
155
$673K 0.07%
10,516
-1,814
156
$670K 0.07%
5,045
-267
157
$659K 0.07%
4,712
-825
158
$656K 0.07%
1,120
159
$632K 0.07%
7,100
-256
160
$625K 0.07%
24,905
-470
161
$620K 0.07%
19,201
+454
162
$617K 0.07%
98,610
163
$612K 0.07%
15,447
+4,864
164
$603K 0.07%
8,999
+194
165
$601K 0.07%
9,148
-350
166
$601K 0.07%
7,461
+893
167
$590K 0.06%
17,835
-100
168
$583K 0.06%
15,903
-463
169
$581K 0.06%
4,604
-164
170
$576K 0.06%
19,468
+5
171
$571K 0.06%
3,274
172
$571K 0.06%
13,347
-218
173
$564K 0.06%
9,212
-260
174
$555K 0.06%
7,987
-2,742
175
$555K 0.06%
4,563
5 6
7
8 9