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
51
$5.47M 0.51%
48,606
-2,156
52
$5.31M 0.5%
52,250
-5,701
53
$5.25M 0.49%
24,538
-359
54
$5.16M 0.48%
27,477
-207
55
$4.97M 0.46%
81,497
-4,123
56
$4.97M 0.46%
51,341
-1,707
57
$4.93M 0.46%
141,445
-14,342
58
$4.91M 0.46%
21,108
+152
59
$4.66M 0.43%
12,060
+213
60
$4.63M 0.43%
49,073
+789
61
$4.59M 0.43%
378,120
+16,410
62
$4.55M 0.42%
37,602
+406
63
$4.38M 0.41%
52,755
-1,754
64
$4.31M 0.4%
53,411
+817
65
$4.2M 0.39%
24,582
-1,699
66
$4.18M 0.39%
8,850
+985
67
$4.09M 0.38%
49,924
-2,251
68
$4.08M 0.38%
13,917
+647
69
$4.04M 0.38%
7,960
-747
70
$4.03M 0.38%
26,058
+1,505
71
$4.03M 0.38%
56,717
-2,799
72
$4.01M 0.37%
54,700
-1,039
73
$3.97M 0.37%
20,382
-200
74
$3.87M 0.36%
34,227
+931
75
$3.83M 0.36%
28,222
+9,476
1 2
3
4 5