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
$907M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$15.1M
3
+$12.8M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$6.27M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$4.57M

Top Sells

1
+$6.7M
2
+$4.76M
3
+$3.81M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.7M
5
WFC icon
Wells Fargo
WFC
+$2.92M

Sector Composition

1 Financials 15.56%
2 Technology 15.55%
3 Consumer Discretionary 8.32%
4 Healthcare 4.8%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.74M 0.63%
94,635
-846
27
$5.68M 0.63%
50,738
-409
28
$5.54M 0.61%
230,760
-4,131
29
$5.48M 0.6%
139,094
+6,725
30
$5.45M 0.6%
44,760
-2,151
31
$5.41M 0.6%
205,309
+57,883
32
$5.17M 0.57%
54,156
-4,052
33
$5.16M 0.57%
41,460
-333
34
$4.99M 0.55%
42,007
+978
35
$4.92M 0.54%
35,801
+564
36
$4.63M 0.51%
55,219
+29,107
37
$4.57M 0.5%
+140,568
38
$4.52M 0.5%
25,585
-360
39
$4.41M 0.49%
49,126
-1,385
40
$4.17M 0.46%
74,903
-52,488
41
$3.96M 0.44%
89,380
-1,820
42
$3.96M 0.44%
167,907
-988
43
$3.9M 0.43%
55,210
-270
44
$3.75M 0.41%
88,816
-11,081
45
$3.7M 0.41%
26,056
+348
46
$3.52M 0.39%
24,615
+247
47
$3.46M 0.38%
+128,778
48
$3.37M 0.37%
31,363
-237
49
$3.36M 0.37%
60,874
+9,991
50
$3.33M 0.37%
25,009
+993
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