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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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.16M
3
+$2.04M
4
DUK icon
Duke Energy
DUK
+$1.56M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.55M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-15,850
302
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303
– –
-2,437
304
– –
-31,845
305
– –
-6,555
306
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-116,161
307
– –
-3,530
308
– –
-19,187
309
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-9,335
310
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311
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-8,670
312
– –
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313
– –
-37,766
314
– –
-2,650
315
– –
-175,674
316
– –
-98,683
317
– –
-17,059
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