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
$1.15B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$5.52M
3
+$5.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.91M
5
META icon
Meta Platforms (Facebook)
META
+$4.17M

Top Sells

1
+$16.2M
2
+$3.65M
3
+$3.52M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.79M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.79M

Sector Composition

1 Financials 24.41%
2 Consumer Discretionary 8.61%
3 Technology 8.23%
4 Healthcare 7.17%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$869K 0.08%
20,101
-190
177
$864K 0.08%
10,695
+315
178
$863K 0.08%
30,053
-4,837
179
$860K 0.07%
13,198
180
$856K 0.07%
5,245
+229
181
$847K 0.07%
13,100
182
$838K 0.07%
+50,233
183
$838K 0.07%
14,802
+887
184
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+41,222
185
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16,700
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186
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13,221
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187
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33,055
+475
188
$803K 0.07%
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189
$793K 0.07%
9,273
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190
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15,277
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191
$771K 0.07%
10,117
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192
$761K 0.07%
10,355
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193
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194
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27,844
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195
$746K 0.06%
24,193
-5,812
196
$745K 0.06%
121,618
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197
$745K 0.06%
55,264
-1,955
198
$742K 0.06%
8,108
-530
199
$719K 0.06%
16,240
200
$718K 0.06%
2,303
-81
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9 10