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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$748K 0.06%
3,297
-1,090
202
$747K 0.06%
16,235
-2,937
203
$744K 0.06%
3,302
-12
204
$735K 0.06%
7,040
-3,109
205
$732K 0.06%
24,972
+7,361
206
$722K 0.06%
2,948
-150
207
$719K 0.06%
1,750
+1,050
208
$719K 0.06%
3,420
+59
209
$716K 0.06%
5,383
210
$713K 0.06%
3,483
-10
211
$676K 0.06%
4,877
-42
212
$667K 0.06%
3,247
-176
213
$658K 0.06%
18,646
+1,176
214
$638K 0.05%
+2,436
215
$636K 0.05%
7,141
-95
216
$635K 0.05%
8,707
-5,097
217
$634K 0.05%
14,845
-95
218
$607K 0.05%
17,100
-103
219
$604K 0.05%
5,183
+151
220
$594K 0.05%
2,099
-194
221
$585K 0.05%
16,248
-1,025
222
$583K 0.05%
6,623
+3,070
223
$571K 0.05%
4,710
-700
224
$569K 0.05%
11,452
+112
225
$567K 0.05%
11,208
-155
7 8
9
10 11