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
276
$364K 0.02%
1,668
277
$363K 0.02%
13,778
-1,142
278
$353K 0.02%
8,619
-151
279
$351K 0.02%
1,490
-36
280
$346K 0.02%
2,825
281
$343K 0.02%
2,309
-60
282
$335K 0.02%
3,726
-149
283
$334K 0.02%
1,355
284
$329K 0.02%
676
+6
285
$329K 0.02%
282
-10
286
$328K 0.02%
1,259
-91
287
$328K 0.02%
219
+47
288
$313K 0.02%
4,079
-3,596
289
$312K 0.02%
2,840
+21
290
$309K 0.02%
8,696
-4,668
291
$302K 0.02%
1,945
292
$299K 0.02%
+3,134
293
$297K 0.02%
4,694
-200
294
$291K 0.02%
11,076
295
$291K 0.02%
5,540
296
$287K 0.02%
4,591
-170
297
$285K 0.02%
1,526
-322
298
$279K 0.02%
1,287
-93
299
$277K 0.02%
1,694
-44
300
$274K 0.02%
+1,625
10 11
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