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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$860K 0.07%
9,411
-547
202
$859K 0.07%
7,770
-147
203
$853K 0.07%
3,765
+10
204
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9,652
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205
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30,239
-24,738
206
$829K 0.07%
20,708
-1,466
207
$826K 0.07%
9,886
-10
208
$811K 0.07%
29,120
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209
$808K 0.07%
49,567
+7,260
210
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27,423
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211
$806K 0.07%
8,462
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212
$804K 0.07%
6,584
213
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23,929
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214
$783K 0.06%
21,656
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215
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216
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217
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-201
218
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10,032
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219
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3,778
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220
$769K 0.06%
49,374
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221
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9,329
-253
222
$754K 0.06%
19,817
223
$749K 0.06%
16,243
+112
224
$745K 0.06%
27,350
+2,574
225
$741K 0.06%
8,185
7 8
9
10 11