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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.34M 0.1%
10,312
-200
177
$1.34M 0.1%
20,888
+3,927
178
$1.34M 0.1%
9,452
-374
179
$1.3M 0.1%
36,174
-1,600
180
$1.29M 0.1%
4,087
-193
181
$1.28M 0.1%
8,697
-200
182
$1.21M 0.09%
16,203
+615
183
$1.2M 0.09%
15,888
-150
184
$1.19M 0.09%
15,300
+35
185
$1.19M 0.09%
35,753
+6,663
186
$1.18M 0.09%
20,238
-1,043
187
$1.18M 0.09%
18,675
188
$1.18M 0.09%
20,472
-1,331
189
$1.16M 0.09%
13,231
-2,466
190
$1.12M 0.08%
9,753
-197
191
$1.12M 0.08%
13,056
-459
192
$1.1M 0.08%
5,897
-240
193
$1.09M 0.08%
17,645
+1,598
194
$1.08M 0.08%
10,186
+410
195
$1.07M 0.08%
13,456
-400
196
$1.07M 0.08%
13,318
+763
197
$1.06M 0.08%
9,130
+135
198
$1.05M 0.08%
3,793
-250
199
$1.05M 0.08%
3,114
200
$1.05M 0.08%
3,894
-100
6 7
8
9 10