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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.12%
14,078
-1,930
152
$1.37M 0.11%
15,770
-150
153
$1.36M 0.11%
20,826
-1,030
154
$1.36M 0.11%
17,716
-539
155
$1.35M 0.11%
11,945
+519
156
$1.34M 0.11%
39,371
+17,844
157
$1.34M 0.11%
23,915
-35
158
$1.34M 0.11%
13,714
-692
159
$1.32M 0.11%
24,430
+443
160
$1.31M 0.11%
17,949
-7,741
161
$1.3M 0.11%
25,155
-697
162
$1.29M 0.11%
11,857
-451
163
$1.29M 0.11%
63,636
+9,471
164
$1.28M 0.11%
2,779
+20
165
$1.28M 0.11%
9,863
+1,150
166
$1.26M 0.11%
8,463
167
$1.22M 0.1%
33,486
+310
168
$1.18M 0.1%
22,297
+2,836
169
$1.16M 0.1%
9,240
+4,048
170
$1.16M 0.1%
36,469
+5,261
171
$1.16M 0.1%
6,444
-70
172
$1.15M 0.1%
6,867
+2,873
173
$1.15M 0.1%
2,387
+45
174
$1.13M 0.09%
5,868
-1,900
175
$1.08M 0.09%
6,667
-65
5 6
7
8 9