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
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$2.11M
3
+$1.56M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.52M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.52M

Top Sells

1
+$4.63M
2
+$3.58M
3
+$3.19M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Consumer Discretionary 11.98%
2 Financials 11.32%
3 Technology 10.1%
4 Healthcare 6.68%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$832K 0.06%
7,545
-171
227
$827K 0.06%
6,641
+315
228
$823K 0.06%
2
229
$795K 0.06%
23,835
230
$788K 0.06%
15,826
-679
231
$773K 0.06%
3,717
+512
232
$769K 0.06%
17,373
-800
233
$768K 0.06%
15,830
-400
234
$767K 0.06%
25,770
-207
235
$767K 0.06%
11,925
+1,560
236
$762K 0.06%
15,880
+7,025
237
$736K 0.05%
11,915
+2,182
238
$731K 0.05%
10,148
+131
239
$718K 0.05%
3,820
240
$707K 0.05%
9,182
-122
241
$706K 0.05%
3,410
+55
242
$705K 0.05%
5,781
-31
243
$699K 0.05%
7,768
+84
244
$695K 0.05%
3,152
-212
245
$688K 0.05%
12,500
246
$684K 0.05%
20,022
+122
247
$681K 0.05%
12,526
+3,763
248
$680K 0.05%
8,235
249
$677K 0.05%
5,685
-2,400
250
$677K 0.05%
18,646
+6,958
8 9
10
11 12