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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.11%
42,810
+8,533
152
$1.18M 0.11%
+22,423
153
$1.18M 0.11%
10,111
+2,500
154
$1.16M 0.1%
30,822
+379
155
$1.16M 0.1%
+13,870
156
$1.14M 0.1%
22,489
+7,161
157
$1.11M 0.1%
15,389
-334
158
$1.11M 0.1%
8,806
-349
159
$1.1M 0.1%
18,875
-300
160
$1.08M 0.1%
26,013
+20,191
161
$1.08M 0.1%
12,756
+3,240
162
$1.07M 0.1%
+5,150
163
$1.06M 0.1%
+13,989
164
$1.05M 0.09%
30,380
-890
165
$1.04M 0.09%
+10,979
166
$1.04M 0.09%
22,669
+4,840
167
$1.03M 0.09%
16,911
+1,869
168
$1.02M 0.09%
6,669
+2,550
169
$1.02M 0.09%
16,584
-166
170
$1M 0.09%
4,325
-36
171
$938K 0.08%
10,056
-212
172
$931K 0.08%
19,882
-510
173
$931K 0.08%
9,861
+7,158
174
$926K 0.08%
19,184
+30
175
$914K 0.08%
18,709
-120
5 6
7
8 9