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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$730K 0.06%
8,200
+1,736
202
$720K 0.05%
4,592
+1,579
203
$705K 0.05%
8,961
-163
204
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205
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5,741
-13,255
206
$683K 0.05%
3,183
207
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3,200
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208
$651K 0.05%
13,740
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209
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2,421
210
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13,855
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211
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18,294
-657
212
$628K 0.05%
38,900
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213
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6,459
-106
214
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1
215
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10,355
-3,599
216
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18,275
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217
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218
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16,853
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219
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220
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4,335
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221
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7,200
-10
222
$571K 0.04%
2,544
223
$568K 0.04%
10,660
-8,375
224
$559K 0.04%
4,354
225
$558K 0.04%
11,475
-107
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9
10 11