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
$1.38B
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$2.11M
3
+$1.56M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.52M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.52M

Top Sells

1
+$4.63M
2
+$3.58M
3
+$3.19M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Consumer Discretionary 11.98%
2 Financials 11.32%
3 Technology 10.1%
4 Healthcare 6.68%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.54M 0.33%
17,728
-415
77
$4.51M 0.33%
35,456
+2,041
78
$4.41M 0.32%
74,469
-1,166
79
$4.26M 0.31%
20,055
-115
80
$4.19M 0.3%
30,028
-196
81
$4M 0.29%
22,278
+998
82
$3.99M 0.29%
15,028
+780
83
$3.91M 0.28%
9,746
-120
84
$3.78M 0.27%
19,306
-945
85
$3.75M 0.27%
10,870
-60
86
$3.72M 0.27%
13,289
-129
87
$3.68M 0.27%
37,598
+1,716
88
$3.67M 0.27%
17,305
+1,229
89
$3.54M 0.26%
20,891
-536
90
$3.5M 0.25%
15,927
+172
91
$3.45M 0.25%
49,203
-898
92
$3.39M 0.25%
14,834
+214
93
$3.35M 0.24%
89,163
+4,465
94
$3.33M 0.24%
49,204
-1,704
95
$3.29M 0.24%
16,479
-472
96
$3.24M 0.24%
14,563
+565
97
$3.2M 0.23%
13,528
+248
98
$3.18M 0.23%
31,228
-11,619
99
$3.16M 0.23%
47,943
-364
100
$3.16M 0.23%
9,440
-411
2 3
4
5 6