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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$775K 0.08%
+8,154
177
$770K 0.08%
+11,766
178
$769K 0.08%
6,741
-80
179
$768K 0.08%
10,875
-1,353
180
$763K 0.08%
15,767
181
$763K 0.08%
4,955
182
$763K 0.08%
14,487
-475
183
$761K 0.08%
18,033
+1,477
184
$748K 0.08%
7,143
+16
185
$748K 0.08%
10,160
-200
186
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15,214
-200
187
$736K 0.07%
15,054
-406
188
$733K 0.07%
39,945
-351
189
$724K 0.07%
6,930
190
$712K 0.07%
9,008
-200
191
$703K 0.07%
4,942
192
$699K 0.07%
15,600
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193
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6,802
-75
194
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16,125
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195
$663K 0.07%
41,460
-1,820
196
$658K 0.07%
23,430
-300
197
$651K 0.07%
16,418
-385
198
$638K 0.06%
6,238
-170
199
$636K 0.06%
8,632
-2,458
200
$635K 0.06%
7,128
-6
6 7
8
9 10