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
251
$288K 0.03%
1,674
-120
252
$282K 0.03%
10,120
-750
253
$280K 0.03%
6,636
-100
254
$274K 0.03%
4,641
-1,010
255
$270K 0.03%
6,883
256
$269K 0.03%
6,265
+20
257
$267K 0.03%
5,985
-350
258
$255K 0.03%
5,242
-293
259
$252K 0.03%
3,640
260
$250K 0.03%
6,636
-294
261
$250K 0.03%
9,250
262
$247K 0.03%
+4,746
263
$244K 0.03%
7,565
-395
264
$239K 0.03%
1,500
265
$237K 0.03%
+4,743
266
$236K 0.03%
5,650
-1,283
267
$233K 0.03%
7,369
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268
$232K 0.03%
+1,946
269
$226K 0.02%
+3,740
270
$225K 0.02%
6,550
271
$224K 0.02%
2,288
-230
272
$219K 0.02%
+2,848
273
$218K 0.02%
+2,317
274
$216K 0.02%
14,438
275
$213K 0.02%
1,673
-143
8 9 10
11
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