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
51
$3.3M 0.36%
66,285
+2,047
52
$3.28M 0.36%
91,356
-3,972
53
$3.27M 0.36%
19,643
-330
54
$3.27M 0.36%
32,054
-2,522
55
$3.21M 0.35%
38,103
+418
56
$3.11M 0.34%
+66,070
57
$3.07M 0.34%
12,954
-22
58
$2.95M 0.33%
22,266
+258
59
$2.94M 0.32%
35,813
-626
60
$2.93M 0.32%
252,065
+4,069
61
$2.81M 0.31%
22,879
-2,041
62
$2.74M 0.3%
20,792
-136
63
$2.66M 0.29%
40,865
-1,198
64
$2.64M 0.29%
23,291
-841
65
$2.59M 0.29%
22,906
-1,296
66
$2.57M 0.28%
57,655
-345
67
$2.56M 0.28%
11,149
-95
68
$2.53M 0.28%
17,965
-1,063
69
$2.46M 0.27%
19,811
-411
70
$2.44M 0.27%
47,466
-476
71
$2.42M 0.27%
65,568
-300
72
$2.42M 0.27%
26,529
-25,558
73
$2.41M 0.27%
+71,380
74
$2.4M 0.26%
16,341
-29
75
$2.35M 0.26%
+27,657
1 2
3
4 5