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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.05M 0.09%
4,393
-50
177
$1.04M 0.09%
24,721
+528
178
$1.04M 0.09%
18,427
+39
179
$1.04M 0.09%
8,852
-300
180
$1.03M 0.08%
52,522
+20,632
181
$1.02M 0.08%
3,331
+1,226
182
$1.02M 0.08%
31,135
-2,045
183
$995K 0.08%
47,463
-2,770
184
$988K 0.08%
16,428
-272
185
$980K 0.08%
13,986
-200
186
$959K 0.08%
10,307
+190
187
$958K 0.08%
4,105
+173
188
$947K 0.08%
16,520
+4,860
189
$947K 0.08%
51,463
-3,801
190
$939K 0.08%
15,601
+324
191
$934K 0.08%
30,059
-7,470
192
$927K 0.08%
19,402
-699
193
$923K 0.08%
9,958
-397
194
$920K 0.08%
9,668
+395
195
$907K 0.07%
41,222
196
$889K 0.07%
16,240
197
$884K 0.07%
2,278
-25
198
$883K 0.07%
12,771
-450
199
$878K 0.07%
27,844
200
$848K 0.07%
7,917
-191
6 7
8
9 10