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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$630K 0.06%
4,119
+400
202
$629K 0.06%
4,341
-580
203
$619K 0.06%
11,340
-363
204
$609K 0.06%
2,993
-378
205
$608K 0.06%
4,020
-809
206
$594K 0.06%
1,120
207
$587K 0.06%
14,782
208
$581K 0.06%
8,018
-1,338
209
$580K 0.06%
7,968
-95
210
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8,885
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211
$566K 0.06%
6,605
212
$564K 0.06%
15,000
213
$561K 0.06%
3,599
214
$539K 0.05%
8,440
-272
215
$533K 0.05%
11,792
-114
216
$532K 0.05%
5,075
217
$524K 0.05%
6,469
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218
$523K 0.05%
12,750
-279
219
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3,554
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220
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19,587
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221
$512K 0.05%
3,819
-44
222
$509K 0.05%
7,001
-1,105
223
$508K 0.05%
18,519
-862
224
$504K 0.05%
2,527
-35
225
$487K 0.05%
9,981
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7 8
9
10 11