SB

Simmons Bank Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$480K
3
+$347K
4
SCHW icon
Charles Schwab
SCHW
+$297K
5
AMZN icon
Amazon
AMZN
+$252K

Top Sells

1
+$1.46M
2
+$870K
3
+$773K
4
NVDA icon
NVIDIA
NVDA
+$684K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$669K

Sector Composition

1 Technology 17.91%
2 Consumer Discretionary 15.66%
3 Financials 8.39%
4 Healthcare 5.34%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 0.83%
109,852
-2,503
27
$12.1M 0.81%
223,066
+461
28
$12M 0.8%
17,988
-114
29
$11.9M 0.8%
231,578
-2,189
30
$11.8M 0.78%
29,051
-246
31
$11.6M 0.78%
50,292
-3,210
32
$11.4M 0.76%
12,338
+87
33
$11.1M 0.74%
22,039
-42
34
$10.9M 0.73%
117,220
-5,397
35
$9.95M 0.66%
73,143
-455
36
$9.84M 0.66%
143,877
-4,447
37
$9.61M 0.64%
21,018
+127
38
$8.95M 0.6%
146,191
-3,075
39
$8.81M 0.59%
62,725
-1,447
40
$8.76M 0.58%
57,034
+73
41
$8.65M 0.58%
114,628
+557
42
$8.58M 0.57%
36,187
+1,903
43
$8.52M 0.57%
27,668
-1,153
44
$8.48M 0.57%
60,579
-727
45
$8.15M 0.54%
101,946
-3,708
46
$7.84M 0.52%
40,027
-25
47
$7.16M 0.48%
14,351
+171
48
$7.14M 0.48%
6,621
-83
49
$7.12M 0.47%
15,922
+211
50
$7.1M 0.47%
21,520
-464
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