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
$1.02B
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.9M
3
+$1.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.55M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.51M

Top Sells

1
+$3.99M
2
+$3.04M
3
+$2.6M
4
HDV
iShares Core High Dividend ETF
HDV
+$2.42M
5
MSFT icon
Microsoft
MSFT
+$2.08M

Sector Composition

1 Financials 11.69%
2 Consumer Discretionary 10.12%
3 Technology 7.54%
4 Healthcare 6.68%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$109K 0.01%
11,456
-2,070
352
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-7,525
353
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354
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356
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357
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358
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359
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360
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362
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365
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366
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367
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368
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370
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371
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372
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373
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-9,830
374
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-21,547
375
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-6,883
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