SB

Simmons Bank Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$480K
3
+$347K
4
SCHW icon
Charles Schwab
SCHW
+$297K
5
AMZN icon
Amazon
AMZN
+$252K

Top Sells

1
+$1.46M
2
+$870K
3
+$773K
4
NVDA icon
NVIDIA
NVDA
+$684K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$669K

Sector Composition

1 Technology 17.91%
2 Consumer Discretionary 15.66%
3 Financials 8.39%
4 Healthcare 5.34%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$429K 0.03%
3,580
-160
252
$428K 0.03%
3,375
253
$427K 0.03%
8,540
-85
254
$427K 0.03%
3,190
255
$416K 0.03%
5,597
-215
256
$416K 0.03%
1,490
-53
257
$413K 0.03%
32,250
258
$412K 0.03%
8,333
-2,783
259
$412K 0.03%
14,547
-425
260
$412K 0.03%
10,644
-422
261
$411K 0.03%
12,245
-3,141
262
$410K 0.03%
14,500
263
$408K 0.03%
1,776
264
$406K 0.03%
1,455
265
$399K 0.03%
16,135
+307
266
$398K 0.03%
118,236
+25,000
267
$394K 0.03%
2,080
268
$389K 0.03%
7,985
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269
$386K 0.03%
2,675
270
$377K 0.03%
7,484
271
$372K 0.02%
545
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272
$369K 0.02%
2,283
+200
273
$368K 0.02%
3,954
+76
274
$366K 0.02%
3,445
275
$366K 0.02%
9,975
-600
9 10
11
12 13