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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$906K 0.08%
15,916
+869
177
$904K 0.08%
10,802
-95
178
$893K 0.08%
7,874
-50
179
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25,978
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180
$869K 0.08%
33,680
+10,250
181
$858K 0.08%
6,275
+2,456
182
$852K 0.08%
5,807
-761
183
$800K 0.07%
12,546
-300
184
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10,302
+5,046
185
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25,290
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186
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3,258
187
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6,965
188
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189
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15,041
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190
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31,233
+12,714
191
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4,830
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192
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193
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194
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11,119
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195
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8,051
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196
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18,434
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197
$718K 0.06%
12,527
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198
$715K 0.06%
38,499
-1,446
199
$707K 0.06%
9,760
-400
200
$698K 0.06%
+9,733
6 7
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