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
$907M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$15.1M
3
+$12.8M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$6.27M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$4.57M

Top Sells

1
+$6.7M
2
+$4.76M
3
+$3.81M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.7M
5
WFC icon
Wells Fargo
WFC
+$2.92M

Sector Composition

1 Financials 15.56%
2 Technology 15.55%
3 Consumer Discretionary 8.32%
4 Healthcare 4.8%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$411K 0.05%
2,562
227
$409K 0.05%
3,395
+8
228
$406K 0.04%
3,610
229
$398K 0.04%
11,028
230
$395K 0.04%
4,125
+15
231
$388K 0.04%
3,220
232
$386K 0.04%
14,256
233
$380K 0.04%
8,979
+474
234
$377K 0.04%
12,030
235
$373K 0.04%
2,761
+50
236
$372K 0.04%
3,484
237
$366K 0.04%
11,296
-364
238
$365K 0.04%
4,531
+234
239
$358K 0.04%
6,580
240
$343K 0.04%
2,200
241
$340K 0.04%
25,466
-975
242
$336K 0.04%
10,398
+99
243
$332K 0.04%
+10,282
244
$331K 0.04%
6,375
-512
245
$331K 0.04%
+2,942
246
$328K 0.04%
+11,400
247
$326K 0.04%
3,371
-20
248
$315K 0.03%
+15,948
249
$312K 0.03%
+2,873
250
$306K 0.03%
+6,160
8 9
10
11 12