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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.47M 0.11%
18,172
-8
152
$1.47M 0.11%
35,790
-3,560
153
$1.47M 0.11%
8,454
-828
154
$1.44M 0.11%
7,212
-1,040
155
$1.44M 0.11%
36,284
-2,106
156
$1.43M 0.11%
8,975
+278
157
$1.43M 0.11%
24,569
-5,567
158
$1.41M 0.11%
+53,022
159
$1.4M 0.11%
22,805
160
$1.39M 0.11%
10,270
-1,773
161
$1.39M 0.1%
9,167
-588
162
$1.38M 0.1%
2,734
-7
163
$1.38M 0.1%
31,412
-756
164
$1.36M 0.1%
5,678
-229
165
$1.31M 0.1%
19,139
+3,808
166
$1.29M 0.1%
5,567
-999
167
$1.27M 0.1%
6,979
-313
168
$1.24M 0.09%
28,644
-14
169
$1.23M 0.09%
12,173
-124
170
$1.22M 0.09%
4,790
-79
171
$1.08M 0.08%
8,384
-60
172
$1.05M 0.08%
12,906
173
$1.05M 0.08%
22,227
-4,619
174
$1.04M 0.08%
15,351
-2,825
175
$1.03M 0.08%
8,198
-3
5 6
7
8 9