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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.51M 0.12%
19,954
+2,779
152
$1.49M 0.12%
9,491
-87
153
$1.42M 0.12%
23,057
+5,326
154
$1.41M 0.12%
32,660
+1,920
155
$1.4M 0.12%
8,550
+1,096
156
$1.38M 0.11%
5,138
-581
157
$1.36M 0.11%
19,431
+256
158
$1.36M 0.11%
21,881
-558
159
$1.34M 0.11%
10,301
-670
160
$1.34M 0.11%
43,943
+3,751
161
$1.33M 0.11%
26,423
+2,836
162
$1.33M 0.11%
39,208
+2,361
163
$1.29M 0.11%
25,302
-744
164
$1.29M 0.11%
11,492
-1,200
165
$1.26M 0.1%
24,577
166
$1.25M 0.1%
32,649
-1,193
167
$1.23M 0.1%
14,068
+2,200
168
$1.21M 0.1%
21,463
-1,332
169
$1.21M 0.1%
21,458
-1,332
170
$1.2M 0.1%
42,307
+17,381
171
$1.19M 0.1%
18,298
+5,100
172
$1.17M 0.1%
21,716
-5,485
173
$1.08M 0.09%
38,088
-107,975
174
$1.07M 0.09%
8,428
+1,602
175
$1.07M 0.09%
42,184
+39,845
5 6
7
8 9