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
76
$4.47M 0.3%
33,405
-1,269
77
$4.33M 0.29%
81,164
-3,580
78
$4.29M 0.29%
46,016
-320
79
$4.25M 0.28%
8,764
+745
80
$4.24M 0.28%
8,925
-254
81
$4.22M 0.28%
20,714
+3,742
82
$4.21M 0.28%
5,547
+130
83
$4.18M 0.28%
11,026
-1,401
84
$4.16M 0.28%
41,481
-610
85
$4.14M 0.28%
12,133
-120
86
$4.12M 0.27%
37,149
-1,414
87
$4.11M 0.27%
15,203
-560
88
$3.99M 0.27%
18,475
+300
89
$3.99M 0.27%
16,867
-281
90
$3.94M 0.26%
40,198
+1,281
91
$3.91M 0.26%
31,571
+104
92
$3.88M 0.26%
13,037
+886
93
$3.88M 0.26%
24,641
-124
94
$3.86M 0.26%
23,200
+193
95
$3.85M 0.26%
49,080
-422
96
$3.84M 0.26%
41,176
-1,309
97
$3.78M 0.25%
148,368
-6,025
98
$3.74M 0.25%
15,171
+61
99
$3.74M 0.25%
6,572
+75
100
$3.72M 0.25%
13,177
-249
2 3
4
5 6