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
51
$6.92M 0.46%
73,062
+2,430
52
$6.91M 0.46%
104,183
-2,981
53
$6.58M 0.44%
46,446
+1,004
54
$6.35M 0.42%
22,506
-219
55
$6.26M 0.42%
40,560
-211
56
$6.22M 0.41%
17,632
+292
57
$6.2M 0.41%
25,458
-236
58
$6.2M 0.41%
141,044
-4,628
59
$6.04M 0.4%
7,921
+53
60
$5.92M 0.39%
70,589
-3,928
61
$5.92M 0.39%
31,740
-1,372
62
$5.84M 0.39%
13,139
+83
63
$5.76M 0.38%
30,367
+1,005
64
$5.75M 0.38%
48,014
-500
65
$5.74M 0.38%
106,511
+774
66
$5.7M 0.38%
30,752
-1,038
67
$5.57M 0.37%
40,011
-142
68
$5.44M 0.36%
27,424
+593
69
$5.41M 0.36%
32,116
+273
70
$5.18M 0.34%
20,595
-130
71
$5M 0.33%
18,350
+75
72
$4.85M 0.32%
29,010
-105
73
$4.82M 0.32%
42,131
+739
74
$4.82M 0.32%
7,841
-289
75
$4.79M 0.32%
40,471
+36
1 2
3
4 5