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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.11%
42,613
+3,547
152
$1.55M 0.11%
10,280
-834
153
$1.51M 0.11%
5,569
+2
154
$1.5M 0.11%
2,784
155
$1.49M 0.11%
12,297
+124
156
$1.49M 0.11%
20,518
+1,379
157
$1.48M 0.11%
22,805
158
$1.44M 0.1%
8,800
-367
159
$1.44M 0.1%
5,214
-464
160
$1.38M 0.1%
6,979
161
$1.37M 0.1%
10,170
-100
162
$1.32M 0.1%
8,660
-802
163
$1.31M 0.09%
26,569
-2,075
164
$1.3M 0.09%
6,423
-50
165
$1.29M 0.09%
4,483
-307
166
$1.22M 0.09%
8,172
-212
167
$1.21M 0.09%
7,017
-195
168
$1.21M 0.09%
51,463
-2,981
169
$1.15M 0.08%
9,368
+2,062
170
$1.15M 0.08%
14,921
-430
171
$1.14M 0.08%
15,497
-502
172
$1.14M 0.08%
22,855
-8,557
173
$1.12M 0.08%
12,790
-116
174
$1.11M 0.08%
21,729
175
$1.09M 0.08%
8,198
5 6
7
8 9