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
$1.16B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.95M
3
+$2.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$764K
5
MSFT icon
Microsoft
MSFT
+$708K

Top Sells

1
+$8.79M
2
+$3.21M
3
+$2.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.65M

Sector Composition

1 Consumer Discretionary 13.55%
2 Financials 9.85%
3 Technology 9.22%
4 Healthcare 8.64%
5 Consumer Staples 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$339K 0.03%
904
+8
277
$334K 0.03%
3,558
-265
278
$329K 0.03%
4,925
-150
279
$328K 0.03%
2,140
-125
280
$327K 0.03%
+2,722
281
$326K 0.03%
+1,740
282
$325K 0.03%
3,000
283
$323K 0.03%
2,795
-9,242
284
$323K 0.03%
22,904
-1,577
285
$321K 0.03%
4,126
-221
286
$309K 0.03%
1,401
-52
287
$305K 0.03%
9,068
-2,000
288
$304K 0.03%
7,057
-219
289
$303K 0.03%
1,608
+31
290
$302K 0.03%
14,700
-17,120
291
$299K 0.03%
1,735
-120
292
$296K 0.03%
+5,990
293
$292K 0.03%
730
+130
294
$290K 0.02%
3,262
295
$289K 0.02%
2,165
296
$289K 0.02%
+7,600
297
$289K 0.02%
2,560
298
$289K 0.02%
+30,700
299
$287K 0.02%
21,958
+4,388
300
$287K 0.02%
+1,255
10 11
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