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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.09%
2,745
-1,001
177
$1.07M 0.09%
22,717
-1,073
178
$1.03M 0.09%
24,403
-1,085
179
$1.02M 0.09%
10,975
-3,539
180
$992K 0.08%
9,828
-120
181
$986K 0.08%
17,449
-10,618
182
$984K 0.08%
11,631
+1,945
183
$983K 0.08%
20,334
-1,081
184
$963K 0.08%
25,558
+396
185
$938K 0.08%
6,493
-39
186
$936K 0.08%
15,175
-1,000
187
$935K 0.08%
11,432
188
$919K 0.08%
12,913
-350
189
$918K 0.08%
18,771
-2,573
190
$914K 0.08%
4,246
+139
191
$904K 0.08%
28,909
-1,622
192
$870K 0.07%
21,356
+12
193
$867K 0.07%
12,990
-177
194
$861K 0.07%
7,623
195
$861K 0.07%
23,164
-309
196
$852K 0.07%
+6,483
197
$840K 0.07%
7,898
-305
198
$834K 0.07%
18,886
-331
199
$802K 0.07%
7,559
200
$796K 0.07%
4,084
+34
6 7
8
9 10