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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.12%
13,766
-1,653
152
$1.25M 0.12%
34,582
+2,700
153
$1.24M 0.12%
10,013
-338
154
$1.23M 0.12%
15,359
-7,379
155
$1.22M 0.12%
26,966
-1,518
156
$1.22M 0.12%
24,174
-4,727
157
$1.19M 0.12%
30,460
-300
158
$1.18M 0.11%
4,808
+636
159
$1.17M 0.11%
27,019
-100
160
$1.16M 0.11%
18,231
-694
161
$1.15M 0.11%
10,726
-744
162
$1.14M 0.11%
13,598
-100
163
$1.12M 0.11%
25,017
-1,200
164
$1.1M 0.11%
10,628
-338
165
$1.08M 0.1%
12,016
-85
166
$1.07M 0.1%
9,317
-100
167
$1.07M 0.1%
18,257
-120
168
$1.05M 0.1%
5,151
-25
169
$1.05M 0.1%
6,405
-87
170
$1.05M 0.1%
16,699
+250
171
$1.05M 0.1%
21,286
-545
172
$1.04M 0.1%
17,407
-264
173
$1.03M 0.1%
19,859
+194
174
$1.03M 0.1%
20,917
-1,747
175
$1.03M 0.1%
12,319
-200
5 6
7
8 9