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
276
$342K 0.03%
3,823
277
$341K 0.03%
11,068
278
$339K 0.03%
1,858
279
$335K 0.03%
29,906
-486
280
$333K 0.03%
1,543
-259
281
$323K 0.03%
1,855
282
$322K 0.03%
24,481
+45
283
$322K 0.03%
2,265
-70
284
$319K 0.03%
8,292
-480
285
$313K 0.03%
2,675
-100
286
$309K 0.03%
3,210
287
$305K 0.03%
896
288
$304K 0.03%
8,216
-1,371
289
$297K 0.03%
5,577
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290
$295K 0.03%
5,375
-333
291
$286K 0.03%
2,165
292
$286K 0.03%
9,256
-2,858
293
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294
$285K 0.03%
3,000
295
$283K 0.03%
5,540
296
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5,473
297
$278K 0.03%
12,570
+9
298
$270K 0.03%
1,577
+170
299
$263K 0.02%
3,262
300
$262K 0.02%
1,453
-96
10 11
12
13 14