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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M 0.08%
11,113
+5,852
177
$1.02M 0.08%
21,729
-1,500
178
$1.01M 0.08%
9,519
-205
179
$1.01M 0.08%
15,999
-726
180
$970K 0.07%
8,412
-458
181
$962K 0.07%
7,543
-80
182
$921K 0.07%
10,485
183
$920K 0.07%
4,031
184
$920K 0.07%
7,306
-99
185
$911K 0.07%
47,679
-14,785
186
$910K 0.07%
5,245
-249
187
$907K 0.07%
16,212
-3,891
188
$905K 0.07%
11,795
-788
189
$889K 0.07%
23,145
+492
190
$881K 0.07%
7,380
191
$870K 0.07%
3,515
-145
192
$864K 0.07%
17,625
-808
193
$834K 0.06%
12,690
194
$820K 0.06%
15,436
-73
195
$817K 0.06%
3,287
-9
196
$808K 0.06%
5,848
197
$798K 0.06%
27,003
-44,163
198
$779K 0.06%
21,886
199
$748K 0.06%
3,178
-20
200
$736K 0.06%
5,260
-19
6 7
8
9 10