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
$1.38B
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$2.11M
3
+$1.56M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.52M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.52M

Top Sells

1
+$4.63M
2
+$3.58M
3
+$3.19M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Consumer Discretionary 11.98%
2 Financials 11.32%
3 Technology 10.1%
4 Healthcare 6.68%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$542K 0.04%
19,832
-298
277
$541K 0.04%
2,464
+295
278
$540K 0.04%
6,316
-716
279
$505K 0.04%
+9,947
280
$497K 0.04%
18,507
-863
281
$495K 0.04%
2,760
282
$485K 0.04%
3,873
-33
283
$464K 0.03%
11,030
284
$463K 0.03%
1,544
+89
285
$462K 0.03%
2,365
+162
286
$461K 0.03%
4,975
-150
287
$460K 0.03%
21,609
+1,785
288
$457K 0.03%
2,825
289
$455K 0.03%
29,429
-1,197
290
$454K 0.03%
2,291
-90
291
$443K 0.03%
4,555
+1,652
292
$440K 0.03%
7,200
293
$436K 0.03%
1,855
294
$431K 0.03%
3,221
+611
295
$427K 0.03%
30,130
-839
296
$423K 0.03%
+25,144
297
$418K 0.03%
8,879
-268
298
$415K 0.03%
+51,086
299
$405K 0.03%
+11,400
300
$404K 0.03%
7,234
-1,685
10 11
12
13 14