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
101
$1.64M 0.18%
24,872
-871
102
$1.63M 0.18%
19,864
+267
103
$1.62M 0.18%
13,669
-1,221
104
$1.6M 0.18%
21,577
+1,162
105
$1.6M 0.18%
25,159
-2,558
106
$1.6M 0.18%
+52,482
107
$1.6M 0.18%
23,495
-772
108
$1.58M 0.17%
+36,792
109
$1.56M 0.17%
9,494
+26
110
$1.54M 0.17%
+35,375
111
$1.52M 0.17%
19,534
-53
112
$1.52M 0.17%
10,040
-550
113
$1.49M 0.16%
27,257
-78
114
$1.48M 0.16%
9,281
115
$1.47M 0.16%
11,333
-1,400
116
$1.44M 0.16%
24,117
117
$1.42M 0.16%
26,027
+669
118
$1.41M 0.16%
55,207
+2,993
119
$1.41M 0.16%
17,832
+320
120
$1.38M 0.15%
15,675
-74
121
$1.38M 0.15%
36,238
-200
122
$1.36M 0.15%
25,892
-2,641
123
$1.36M 0.15%
16,226
-100
124
$1.35M 0.15%
25,966
+468
125
$1.28M 0.14%
21,516
+96
3 4
5
6 7