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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.09%
18,051
-376
177
$1.07M 0.09%
10,512
+205
178
$1.07M 0.09%
14,242
-5,189
179
$1.05M 0.09%
15,571
-30
180
$1.04M 0.09%
35,858
-2,230
181
$1.02M 0.08%
13,936
-50
182
$1.01M 0.08%
16,492
+64
183
$1M 0.08%
12,551
-220
184
$1M 0.08%
9,973
+305
185
$1M 0.08%
60,958
+8,436
186
$987K 0.08%
15,788
-452
187
$979K 0.08%
18,675
+2,500
188
$946K 0.08%
4,093
-300
189
$939K 0.08%
11,300
190
$936K 0.08%
25,665
-4,394
191
$931K 0.08%
16,355
-165
192
$912K 0.07%
44,827
-2,636
193
$907K 0.07%
4,239
+9
194
$894K 0.07%
15,556
-9,021
195
$890K 0.07%
12,671
+1,992
196
$882K 0.07%
7,708
-3,784
197
$881K 0.07%
41,222
198
$878K 0.07%
3,868
-237
199
$871K 0.07%
2,204
-74
200
$864K 0.07%
17,361
-30
6 7
8
9 10