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
301
$261K 0.02%
4,761
+310
302
$259K 0.02%
7,084
-216
303
$257K 0.02%
7,714
-994
304
$256K 0.02%
16,459
-333
305
$256K 0.02%
7,276
-270
306
$256K 0.02%
1,880
307
$251K 0.02%
6,274
308
$250K 0.02%
2,080
-284
309
$248K 0.02%
2,560
310
$248K 0.02%
3,614
+91
311
$245K 0.02%
17,570
-1,493
312
$244K 0.02%
1,920
-115
313
$242K 0.02%
14,572
+959
314
$241K 0.02%
1,717
-160
315
$237K 0.02%
54,636
316
$225K 0.02%
8,735
317
$223K 0.02%
6,835
318
$219K 0.02%
1,397
-49
319
$216K 0.02%
+2,500
320
$214K 0.02%
2,598
-9,906
321
$214K 0.02%
+9,500
322
$213K 0.02%
1,438
-38
323
$211K 0.02%
6,716
-1,227
324
$205K 0.02%
7,051
-375
325
$202K 0.02%
3,743
-100
11 12
13
14 15