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
76
$3.82M 0.36%
18,473
-78
77
$3.74M 0.35%
38,928
-2,692
78
$3.74M 0.35%
54,982
+1,672
79
$3.71M 0.35%
25,784
+2,224
80
$3.71M 0.35%
42,872
+144
81
$3.67M 0.34%
21,947
+697
82
$3.61M 0.34%
25,325
+497
83
$3.56M 0.33%
58,281
-409
84
$3.47M 0.32%
16,143
-3,977
85
$3.38M 0.32%
40,786
+111
86
$3.03M 0.28%
99,753
+3,147
87
$2.99M 0.28%
15,938
-125
88
$2.96M 0.28%
28,887
-1,310
89
$2.87M 0.27%
16,198
-620
90
$2.85M 0.27%
46,143
+1,070
91
$2.75M 0.26%
105,152
+2,791
92
$2.72M 0.25%
18,957
-852
93
$2.7M 0.25%
8,791
-255
94
$2.69M 0.25%
28,882
+1,083
95
$2.69M 0.25%
22,048
-750
96
$2.67M 0.25%
103,429
-8,115
97
$2.67M 0.25%
39,946
+673
98
$2.63M 0.25%
9,774
+111
99
$2.61M 0.24%
20,309
+1,264
100
$2.6M 0.24%
15,275
-364
2 3
4
5 6