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
351
$256K 0.02%
+2,417
352
$256K 0.02%
4,395
-243
353
$255K 0.02%
10,196
-293
354
$254K 0.02%
1,717
355
$251K 0.02%
+7,625
356
$249K 0.02%
5,540
357
$249K 0.02%
+950
358
$247K 0.02%
+1,898
359
$244K 0.02%
+2,560
360
$238K 0.02%
7,020
361
$238K 0.02%
3,302
+18
362
$237K 0.02%
+1,594
363
$228K 0.02%
+9,700
364
$226K 0.02%
1,880
+36
365
$219K 0.02%
7,115
366
$209K 0.02%
1,000
367
$207K 0.02%
+3,161
368
$206K 0.02%
+974
369
$206K 0.02%
4,573
-8,851
370
$204K 0.01%
+500
371
$145K 0.01%
+13,900
372
$78K 0.01%
11,000
373
$32K ﹤0.01%
992
374
– –
-3,680
375
– –
-4,665
12 13 14
15
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