SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.15M
3
+$3.03M
4
NOW icon
ServiceNow
NOW
+$2.9M
5
ZS icon
Zscaler
ZS
+$2.54M

Top Sells

1
+$6.42M
2
+$2.87M
3
+$2.41M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
PYPL icon
PayPal
PYPL
+$1.7M

Sector Composition

1 Technology 17.63%
2 Consumer Discretionary 14.51%
3 Financials 8.64%
4 Healthcare 5.56%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.46%
70,632
+1,516
52
$6.35M 0.45%
22,725
+182
53
$6.3M 0.45%
145,672
-3,600
54
$6.13M 0.44%
7,868
-167
55
$6.06M 0.43%
21,984
+232
56
$6.01M 0.43%
40,771
-539
57
$6.01M 0.43%
6,704
-217
58
$5.9M 0.42%
74,517
+112
59
$5.85M 0.42%
33,112
-2,988
60
$5.84M 0.42%
31,843
+275
61
$5.57M 0.4%
45,442
-565
62
$5.54M 0.39%
105,737
-2,136
63
$5.41M 0.39%
40,153
-773
64
$5.34M 0.38%
29,362
-1,151
65
$5.3M 0.38%
26,831
+1,095
66
$5.27M 0.38%
48,514
-1,220
67
$5.15M 0.37%
18,275
-62
68
$5.13M 0.37%
41,392
-402
69
$4.86M 0.35%
31,790
-509
70
$4.72M 0.34%
34,674
-438
71
$4.6M 0.33%
20,725
-924
72
$4.56M 0.32%
25,694
-212
73
$4.52M 0.32%
15,110
-50
74
$4.41M 0.31%
41,691
+67
75
$4.39M 0.31%
40,435
-1,913
1 2
3
4 5