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
1
$122M 8.84%
1,589,730
-66,120
2
$49.6M 3.59%
86,508
-2,632
3
$43.4M 3.14%
100,830
-548
4
$41.1M 2.98%
338,654
-1,389
5
$32.8M 2.37%
87,316
-3,108
6
$30.9M 2.24%
132,641
+2,086
7
$28.9M 2.09%
1,340,896
-523,964
8
$23.6M 1.71%
202,167
+3,590
9
$23.5M 1.7%
126,177
+2,674
10
$23.4M 1.7%
443,617
-10,035
11
$22.7M 1.64%
85,971
+225
12
$21.5M 1.56%
182,726
-3,946
13
$20.7M 1.5%
256,537
+11,076
14
$18.7M 1.35%
299,953
-604
15
$17.6M 1.28%
30,771
+745
16
$16.4M 1.19%
28,771
-730
17
$16.3M 1.18%
98,562
+2,605
18
$15.1M 1.09%
66,979
-736
19
$14.7M 1.06%
30,107
-492
20
$14.4M 1.04%
122,840
-706
21
$13.7M 0.99%
65,116
-190
22
$13.1M 0.95%
59,422
+226
23
$12.6M 0.91%
85,627
+600
24
$12.3M 0.89%
31,414
-1,340
25
$12.2M 0.88%
61,573
-2,507
1
2 3 4 5