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
276
$334K 0.02%
1,350
-82
277
$326K 0.02%
2,643
+83
278
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2,825
-76
279
$321K 0.02%
4,761
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280
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1,443
-29,189
281
$318K 0.02%
10,575
282
$314K 0.02%
+172
283
$314K 0.02%
1,668
-209
284
$314K 0.02%
+553
285
$312K 0.02%
714
286
$311K 0.02%
3,190
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287
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1,848
288
$306K 0.02%
292
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289
$305K 0.02%
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290
$303K 0.02%
5,540
291
$302K 0.02%
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-200
292
$301K 0.02%
+1,380
293
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294
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295
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8,770
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296
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1,945
297
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1,685
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298
$296K 0.02%
2,083
299
$295K 0.02%
+5,071
300
$295K 0.02%
967
10 11
12
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