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
$1.07B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$771K
4
FRC
First Republic Bank
FRC
+$601K
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$489K

Top Sells

1
+$2.45M
2
+$1.57M
3
+$1.35M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.04M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1,000K

Sector Composition

1 Consumer Discretionary 13.35%
2 Financials 10.08%
3 Technology 9.34%
4 Healthcare 8.22%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.29M 0.87%
56,843
+1,014
27
$9.23M 0.86%
56,444
-9,606
28
$8.91M 0.83%
66,398
-326
29
$8.48M 0.79%
30,727
-109
30
$8.43M 0.79%
150,575
-17,220
31
$8.38M 0.78%
80,221
+1,961
32
$8.33M 0.78%
66,006
+3,512
33
$8.02M 0.75%
102,314
+1,795
34
$7.83M 0.73%
184,730
-7,729
35
$7.81M 0.73%
29,244
+1,572
36
$7.77M 0.72%
90,211
-1,077
37
$7.61M 0.71%
64,096
+1,570
38
$7.49M 0.7%
187,240
-5,236
39
$6.34M 0.59%
27,695
-9
40
$6.22M 0.58%
64,591
+2,074
41
$6.21M 0.58%
22,578
+979
42
$6.2M 0.58%
50,223
-3,819
43
$6.04M 0.56%
18,099
+694
44
$5.87M 0.55%
11,620
+870
45
$5.86M 0.55%
35,717
+2,027
46
$5.79M 0.54%
16,139
+678
47
$5.74M 0.54%
151,140
-4,111
48
$5.58M 0.52%
184,705
+6,203
49
$5.54M 0.52%
24,603
+1,190
50
$5.54M 0.52%
27,222
-1,659
1
2
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