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
301
$270K 0.02%
3,228
+234
302
$262K 0.02%
3,478
-249
303
$262K 0.02%
620
-94
304
$256K 0.02%
1,238
+39
305
$256K 0.02%
2,449
-2
306
$253K 0.02%
10,000
307
$252K 0.02%
1,228
308
$252K 0.02%
6,482
+600
309
$240K 0.02%
1,161
-282
310
$239K 0.02%
501
-78
311
$232K 0.02%
704
-33
312
$231K 0.02%
6,600
-150
313
$225K 0.02%
+2,977
314
$221K 0.01%
+4,821
315
$219K 0.01%
1,454
-136
316
$217K 0.01%
3,225
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317
$217K 0.01%
2,597
-91
318
$215K 0.01%
226
319
$214K 0.01%
+1,430
320
$213K 0.01%
+608
321
$207K 0.01%
599
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322
$206K 0.01%
3,056
-100
323
$205K 0.01%
3,404
-279
324
$203K 0.01%
332
-221
325
$203K 0.01%
1,245
-440
10 11 12
13
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