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
$1.07B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$771K
4
FRC
First Republic Bank
FRC
+$601K
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$489K

Top Sells

1
+$2.45M
2
+$1.57M
3
+$1.35M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.04M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1,000K

Sector Composition

1 Consumer Discretionary 13.35%
2 Financials 10.08%
3 Technology 9.34%
4 Healthcare 8.22%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$458K 0.04%
13,523
-5,163
252
$448K 0.04%
2,210
+15
253
$448K 0.04%
1,689
+24
254
$441K 0.04%
3,940
-230
255
$440K 0.04%
9,753
-50
256
$436K 0.04%
2,535
-100
257
$423K 0.04%
15,282
258
$422K 0.04%
6,250
-1,060
259
$413K 0.04%
1,872
+31
260
$412K 0.04%
20,518
261
$411K 0.04%
10,447
262
$406K 0.04%
1
-1
263
$383K 0.04%
2,395
-68
264
$382K 0.04%
2,641
-773
265
$374K 0.03%
5,240
-239
266
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11,275
267
$370K 0.03%
7,330
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268
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2,473
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269
$366K 0.03%
7,568
270
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5,075
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271
$357K 0.03%
3,597
272
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4,796
+121
273
$351K 0.03%
4,347
+276
274
$350K 0.03%
7,210
275
$350K 0.03%
3,127
-116
9 10
11
12 13