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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$696K 0.06%
26,181
-298
202
$696K 0.06%
15,043
-171
203
$694K 0.06%
15,767
204
$692K 0.06%
8,658
-350
205
$687K 0.06%
+9,680
206
$677K 0.06%
17,605
-428
207
$675K 0.06%
14,800
-800
208
$674K 0.06%
4,842
-100
209
$669K 0.06%
+13,518
210
$662K 0.06%
6,890
+652
211
$652K 0.06%
6,452
-350
212
$646K 0.06%
7,082
-46
213
$640K 0.06%
+12,800
214
$637K 0.06%
5,075
215
$629K 0.06%
14,768
-14
216
$613K 0.06%
39,755
-1,705
217
$607K 0.05%
4,471
+130
218
$606K 0.05%
15,276
-849
219
$606K 0.05%
+5,766
220
$596K 0.05%
16,118
-300
221
$581K 0.05%
+11,915
222
$578K 0.05%
8,372
-8,519
223
$576K 0.05%
+2,851
224
$575K 0.05%
+20,312
225
$570K 0.05%
3,599
7 8
9
10 11