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
251
$439K 0.03%
32,250
-4,850
252
$438K 0.03%
1,776
253
$436K 0.03%
13,364
-52
254
$428K 0.03%
5,812
+1,065
255
$426K 0.03%
12,900
256
$422K 0.03%
2,131
257
$420K 0.03%
7,484
258
$410K 0.03%
9,068
-54
259
$403K 0.03%
8,328
-200
260
$403K 0.03%
3,445
+715
261
$402K 0.03%
13,425
-2,295
262
$399K 0.03%
11,066
-265
263
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1,455
264
$386K 0.03%
8,625
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265
$386K 0.03%
7,349
-151
266
$381K 0.03%
2,643
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267
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268
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269
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685
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270
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14,920
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271
$349K 0.02%
1,543
272
$347K 0.02%
1,526
-36
273
$346K 0.02%
3,878
274
$345K 0.02%
15,386
-1,147
275
$338K 0.02%
2,675
9 10
11
12 13