SFT

Simmons First Trust Portfolio holdings

AUM $875M
1-Year Est. Return 3.23%
This Quarter Est. Return
1 Year Est. Return
+3.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$4.66M
3 +$2.05M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.64M

Top Sells

1 +$2.52M
2 +$2.17M
3 +$1.97M
4
LLY icon
Eli Lilly
LLY
+$1.77M
5
SO icon
Southern Company
SO
+$1.55M

Sector Composition

1 Financials 24.25%
2 Consumer Staples 4.35%
3 Energy 2.97%
4 Healthcare 2.96%
5 Technology 2.67%