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
301
$294K 0.02%
3,875
-5
302
$291K 0.02%
4,894
-210
303
$290K 0.02%
579
-30
304
$283K 0.02%
1,355
305
$281K 0.02%
10,362
306
$273K 0.02%
2,369
-236
307
$272K 0.02%
11,076
308
$268K 0.02%
3,360
-450
309
$263K 0.02%
1,738
-295
310
$261K 0.02%
10,000
311
$257K 0.02%
3,727
-879
312
$252K 0.02%
+495
313
$239K 0.02%
1,228
314
$238K 0.02%
+737
315
$235K 0.02%
2,451
-66
316
$235K 0.02%
226
317
$234K 0.02%
1,199
-24
318
$229K 0.02%
4,673
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319
$228K 0.02%
1,645
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320
$226K 0.02%
3,156
321
$224K 0.02%
652
-13
322
$216K 0.02%
5,882
323
$216K 0.02%
2,710
324
$215K 0.02%
6,750
325
$212K 0.02%
3,683
10 11 12
13
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