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
76
$2.32M 0.26%
43,574
+2,156
77
$2.25M 0.25%
33,594
-497
78
$2.23M 0.25%
19,755
-1,079
79
$2.21M 0.24%
40,734
+17,556
80
$2.21M 0.24%
+22,632
81
$2.21M 0.24%
37,058
-73
82
$2.14M 0.24%
39,148
+1,545
83
$2.12M 0.23%
89,227
+3,449
84
$2.11M 0.23%
7,891
-360
85
$2.1M 0.23%
16,165
86
$2.07M 0.23%
44,164
-572
87
$2.03M 0.22%
26,176
88
$2.03M 0.22%
+15,474
89
$2M 0.22%
8
90
$1.92M 0.21%
11,460
-3,076
91
$1.86M 0.2%
+57,872
92
$1.85M 0.2%
32,207
+360
93
$1.83M 0.2%
19,781
-458
94
$1.83M 0.2%
15,450
-139
95
$1.8M 0.2%
36,013
-5,052
96
$1.78M 0.2%
16,374
+175
97
$1.75M 0.19%
24,553
-2,341
98
$1.68M 0.19%
58,814
+22,047
99
$1.67M 0.18%
73,109
-150
100
$1.66M 0.18%
39,120
-2,300
2 3
4
5 6