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
$1.34B
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.94M
3
+$4.22M
4
UNH icon
UnitedHealth
UNH
+$2.02M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.91M

Top Sells

1
+$6.2M
2
+$6.08M
3
+$4.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.83M

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 10.23%
3 Financials 9.81%
4 Healthcare 7.47%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-950
377
– –
-11,600
378
– –
-26,000
379
– –
-958
380
– –
-23,915
381
– –
-17,573
12 13 14 15
16