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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$814K 0.07%
16,175
202
$807K 0.07%
11,122
-549
203
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11,300
-1,800
204
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20,164
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205
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31,799
+1,298
206
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-40
207
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3,883
-105
208
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9,896
209
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19,817
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210
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4,230
211
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17,391
212
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213
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30,936
-2,119
214
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10,274
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215
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216
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16,131
217
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11,460
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218
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219
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220
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22,174
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221
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6,584
222
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3,315
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223
$681K 0.06%
5,550
224
$680K 0.06%
29,277
225
$674K 0.06%
7,760
-95
7 8
9
10 11