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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.02M 0.1%
10,268
+225
152
$994K 0.1%
10,897
-510
153
$982K 0.1%
25,111
-247
154
$964K 0.1%
34,277
-1,773
155
$963K 0.1%
6,568
-651
156
$957K 0.1%
13,245
+178
157
$943K 0.1%
25,924
-520
158
$928K 0.09%
7,924
-70
159
$928K 0.09%
19,154
-66
160
$916K 0.09%
17,520
161
$911K 0.09%
15,047
+216
162
$910K 0.09%
15,042
-8,815
163
$902K 0.09%
17,829
-26,002
164
$889K 0.09%
7,611
-315
165
$856K 0.09%
26,479
-89
166
$853K 0.09%
12,846
+354
167
$841K 0.08%
44,356
-1,137
168
$841K 0.08%
15,328
+11,294
169
$835K 0.08%
10,137
+504
170
$835K 0.08%
18,829
-5,563
171
$814K 0.08%
6,965
172
$813K 0.08%
3,258
-125
173
$801K 0.08%
5,447
-145
174
$790K 0.08%
10,469
-788
175
$777K 0.08%
9,516
-160
5 6
7
8 9