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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.04M 0.08%
9,727
-3
202
$1.02M 0.08%
25,980
-1,535
203
$1.01M 0.08%
17,199
-162
204
$1.01M 0.08%
2,512
+285
205
$1.01M 0.08%
14,415
+216
206
$1M 0.08%
7,885
-1,464
207
$1M 0.08%
6,666
-153
208
$991K 0.07%
27,227
+8
209
$989K 0.07%
18,273
+684
210
$981K 0.07%
3,507
+114
211
$974K 0.07%
18,702
-641
212
$966K 0.07%
15,323
+209
213
$953K 0.07%
5,249
+1,156
214
$926K 0.07%
18,860
-2,380
215
$921K 0.07%
17,893
216
$915K 0.07%
15,638
-1
217
$902K 0.07%
8,852
+476
218
$891K 0.07%
11,152
+327
219
$890K 0.07%
22,797
-31,272
220
$871K 0.07%
8,085
-100
221
$868K 0.07%
6,497
+296
222
$868K 0.07%
19,454
-973
223
$855K 0.06%
3,738
224
$849K 0.06%
23,448
-4,486
225
$838K 0.06%
5,405
-140
7 8
9
10 11