SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.15M
3
+$3.03M
4
NOW icon
ServiceNow
NOW
+$2.9M
5
ZS icon
Zscaler
ZS
+$2.54M

Top Sells

1
+$6.42M
2
+$2.87M
3
+$2.41M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
PYPL icon
PayPal
PYPL
+$1.7M

Sector Composition

1 Technology 17.63%
2 Consumer Discretionary 14.51%
3 Financials 8.64%
4 Healthcare 5.56%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$560K 0.04%
2,188
227
$558K 0.04%
7,295
+150
228
$550K 0.04%
11,116
-280
229
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230
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231
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9,872
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232
$536K 0.04%
7,675
-1,257
233
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3,515
234
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1,400
235
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236
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237
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238
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2,276
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239
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240
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241
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242
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245
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246
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247
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14,500
248
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3,475
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249
$442K 0.03%
5,935
+128
250
$440K 0.03%
14,972
8 9
10
11 12