SB
Simmons Bank Portfolio holdings
AUM
$1.5B
1-Year Est. Return
21.48%
This Fund
S&P 500
1 Year Est. Return
+21.48%
AUM
$1.5B
AUM Growth
+$97.7M
(+7%)
Holding
340
Top Buys
| 1 | +$716K | |
| 2 | +$480K | |
| 3 | +$347K | |
| 4 |
Charles Schwab
SCHW
|
+$297K |
| 5 |
Amazon
AMZN
|
+$252K |
Top Sells
| 1 | +$1.46M | |
| 2 | +$870K | |
| 3 | +$773K | |
| 4 |
NVIDIA
NVDA
|
+$684K |
| 5 |
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
Abbott
ABT
$181B
| $4.47M | 0.3% |
33,405
-1,269
|
|
||
77
iShares MSCI Emerging Markets ETF
EEM
$25.6B
| $4.33M | 0.29% |
81,164
-3,580
|
|
||
78
Vanguard Information Technology ETF
VGT
$103B
| $4.29M | 0.29% |
5,752
-40
|
|
||
79
Thermo Fisher Scientific
TMO
$176B
| $4.25M | 0.28% |
8,764
+745
|
|
||
80
Linde
LIN
$228B
| $4.24M | 0.28% |
8,925
-254
|
|
||
81
Palo Alto Networks
PANW
$119B
| $4.22M | 0.28% |
20,714
+3,742
|
|
||
82
Parker-Hannifin
PH
$112B
| $4.21M | 0.28% |
5,547
+130
|
|
||
83
iShares Russell 3000 ETF
IWV
$16.6B
| $4.18M | 0.28% |
11,026
-1,401
|
|
||
84
iShares Core US Aggregate Bond ETF
AGG
$138B
| $4.16M | 0.28% |
41,481
-610
|
|
||
85
Visa
V
$568B
| $4.14M | 0.28% |
12,133
-120
|
|
||
86
Gilead Sciences
GILD
$167B
| $4.12M | 0.27% |
37,149
-1,414
|
|
||
87
CME Group
CME
$107B
| $4.11M | 0.27% |
15,203
-560
|
|
||
88
Booking.com
BKNG
$129B
| $3.99M | 0.27% |
739
+12
|
|
||
89
Union Pacific
UNP
$142B
| $3.99M | 0.27% |
16,867
-281
|
|
||
90
Uber
UBER
$141B
| $3.94M | 0.26% |
40,198
+1,281
|
|
||
91
Duke Energy
DUK
$101B
| $3.91M | 0.26% |
31,571
+104
|
|
||
92
Veeva Systems
VEEV
$28.2B
| $3.88M | 0.26% |
13,037
+886
|
|
||
93
CBRE Group
CBRE
$38.9B
| $3.88M | 0.26% |
24,641
-124
|
|
||
94
Qualcomm
QCOM
$136B
| $3.86M | 0.26% |
23,200
+193
|
|
||
95
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.8B
| $3.85M | 0.26% |
49,080
-422
|
|
||
96
Entergy
ETR
$49.8B
| $3.84M | 0.26% |
41,176
-1,309
|
|
||
97
Pfizer
PFE
$154B
| $3.78M | 0.25% |
148,368
-6,025
|
|
||
98
Accenture
ACN
$118B
| $3.74M | 0.25% |
15,171
+61
|
|
||
99
Mastercard
MA
$432B
| $3.74M | 0.25% |
6,572
+75
|
|
||
100
IBM
IBM
$222B
| $3.72M | 0.25% |
13,177
-249
|
|