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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.1%
6,757
+105
177
$1M 0.1%
10,296
-124
178
$1M 0.1%
13,783
-600
179
$998K 0.1%
13,236
180
$990K 0.1%
5,356
-15
181
$974K 0.09%
4,884
+198
182
$960K 0.09%
+20,704
183
$952K 0.09%
20,602
+8,353
184
$952K 0.09%
11,795
-168
185
$948K 0.09%
18,949
-484
186
$941K 0.09%
17,922
+420
187
$939K 0.09%
9,062
-8
188
$934K 0.09%
10,777
-275
189
$933K 0.09%
+14,106
190
$926K 0.09%
16,875
191
$917K 0.09%
13,100
192
$917K 0.09%
3,984
-756
193
$907K 0.09%
8,196
+435
194
$905K 0.09%
3,420
+67
195
$902K 0.09%
6,845
-68
196
$884K 0.09%
16,240
-260
197
$882K 0.09%
11,758
-5,860
198
$877K 0.08%
34,005
-1,500
199
$872K 0.08%
7,869
-1,503
200
$869K 0.08%
6,525
-1,227
6 7
8
9 10