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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$862K 0.08%
19,115
+75
202
$860K 0.08%
7,450
-4,896
203
$853K 0.08%
11,718
-99
204
$838K 0.08%
12,288
+734
205
$836K 0.08%
15,450
+375
206
$833K 0.08%
18,099
+107
207
$825K 0.08%
9,600
208
$813K 0.08%
4,473
+1,644
209
$813K 0.08%
10,276
-70
210
$799K 0.08%
9,147
+999
211
$794K 0.08%
9,914
-48
212
$791K 0.08%
27,370
213
$789K 0.08%
15,480
+2,865
214
$787K 0.08%
6,858
+20
215
$787K 0.08%
8,237
-210
216
$785K 0.08%
30,978
-1,070
217
$768K 0.07%
6,584
218
$762K 0.07%
4,675
219
$753K 0.07%
8,073
+563
220
$733K 0.07%
2,000
+25
221
$724K 0.07%
14,499
-957
222
$715K 0.07%
17,676
-75
223
$713K 0.07%
11,858
+6,563
224
$711K 0.07%
8,479
+366
225
$708K 0.07%
4,073
-5
7 8
9
10 11