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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.59M 0.13%
43,941
152
$1.54M 0.13%
9,026
-465
153
$1.52M 0.12%
18,048
-250
154
$1.52M 0.12%
51,709
-5,552
155
$1.51M 0.12%
23,875
+818
156
$1.49M 0.12%
15,819
-2
157
$1.46M 0.12%
32,185
-475
158
$1.46M 0.12%
14,283
+215
159
$1.44M 0.12%
24,654
+1,260
160
$1.43M 0.12%
61,021
-3,514
161
$1.41M 0.12%
21,435
-446
162
$1.34M 0.11%
34,765
+2,116
163
$1.32M 0.11%
20,743
-720
164
$1.3M 0.11%
38,363
-845
165
$1.29M 0.11%
9,643
-658
166
$1.27M 0.1%
29,577
+4,275
167
$1.26M 0.1%
8,545
-5
168
$1.25M 0.1%
42,840
-1,103
169
$1.22M 0.1%
41,295
-889
170
$1.19M 0.1%
19,724
-1,734
171
$1.19M 0.1%
20,054
-1,662
172
$1.19M 0.1%
8,303
-125
173
$1.14M 0.09%
8,882
+30
174
$1.12M 0.09%
3,552
+221
175
$1.09M 0.09%
3,851
-1,287
5 6
7
8 9