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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$821K 0.06%
5,040
-205
202
$791K 0.06%
3,184
+1
203
$785K 0.06%
5,226
-34
204
$766K 0.06%
24,769
-2,234
205
$744K 0.05%
8,260
-701
206
$740K 0.05%
18,257
-37
207
$717K 0.05%
2,541
+120
208
$691K 0.05%
1
209
$660K 0.05%
6,349
-110
210
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4,806
+214
211
$648K 0.05%
1,904
212
$647K 0.05%
7,200
213
$638K 0.05%
12,065
-1,790
214
$634K 0.05%
10,860
+200
215
$633K 0.05%
7,165
-39,652
216
$627K 0.05%
18,160
-115
217
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1,176
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218
$612K 0.04%
2,572
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219
$611K 0.04%
12,158
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220
$607K 0.04%
4,354
221
$583K 0.04%
2,717
+100
222
$575K 0.04%
10,711
223
$571K 0.04%
9,088
-1,267
224
$567K 0.04%
2,732
-121
225
$561K 0.04%
5,400
7 8
9
10 11