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
$1.38B
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$2.11M
3
+$1.56M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.52M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.52M

Top Sells

1
+$4.63M
2
+$3.58M
3
+$3.19M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Consumer Discretionary 11.98%
2 Financials 11.32%
3 Technology 10.1%
4 Healthcare 6.68%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$310K 0.02%
3,000
327
$303K 0.02%
2,641
-25
328
$303K 0.02%
9,835
329
$301K 0.02%
5,340
-325
330
$300K 0.02%
1,930
+16
331
$298K 0.02%
8,939
+719
332
$298K 0.02%
1,015
+16
333
$292K 0.02%
6,558
-447
334
$289K 0.02%
814
+84
335
$284K 0.02%
1,697
-174
336
$283K 0.02%
1,711
-145
337
$282K 0.02%
4,900
-270
338
$279K 0.02%
3,210
339
$275K 0.02%
+11,130
340
$274K 0.02%
+22,490
341
$274K 0.02%
4,427
-153
342
$274K 0.02%
1,577
-40
343
$268K 0.02%
+1,790
344
$264K 0.02%
3,262
-191
345
$262K 0.02%
5,856
-99
346
$261K 0.02%
4,136
-80
347
$260K 0.02%
+12,300
348
$259K 0.02%
5,079
+65
349
$257K 0.02%
+2,165
350
$257K 0.02%
11,880
-2,000
12 13
14
15 16