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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.69M 0.13%
8,957
+254
152
$1.58M 0.12%
31,235
-275
153
$1.57M 0.12%
33,034
-27,975
154
$1.54M 0.12%
13,436
+141
155
$1.5M 0.11%
9,311
-1,067
156
$1.5M 0.11%
28,276
+3,357
157
$1.48M 0.11%
17,291
-964
158
$1.48M 0.11%
17,678
+5,965
159
$1.48M 0.11%
24,056
-1,411
160
$1.48M 0.11%
27,577
-15,833
161
$1.47M 0.11%
46,965
-3,086
162
$1.46M 0.11%
19,883
-305
163
$1.44M 0.11%
46,262
-27,462
164
$1.43M 0.11%
1,900
+1,235
165
$1.43M 0.11%
2,741
+2,238
166
$1.43M 0.11%
3,841
-2,493
167
$1.42M 0.11%
10,248
-96
168
$1.42M 0.11%
27,281
169
$1.41M 0.11%
+24,709
170
$1.4M 0.11%
29,738
+13,752
171
$1.4M 0.11%
15,722
+945
172
$1.39M 0.11%
42,807
-1,820
173
$1.37M 0.1%
24,918
+838
174
$1.36M 0.1%
33,608
-1,000
175
$1.35M 0.1%
4,670
+570
5 6
7
8 9