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
101
$3.14M 0.23%
10,691
-1,850
102
$3.13M 0.23%
85,684
+41,577
103
$3.11M 0.23%
40,150
+13,189
104
$3.09M 0.22%
38,120
+1,044
105
$3.06M 0.22%
43,756
+342
106
$3.01M 0.22%
12,468
-1,205
107
$3M 0.22%
6,678
-204
108
$2.92M 0.21%
11,209
+173
109
$2.77M 0.2%
22,438
-270
110
$2.74M 0.2%
87,542
-63,623
111
$2.71M 0.2%
11,215
-265
112
$2.63M 0.19%
13,596
+791
113
$2.6M 0.19%
43,810
+600
114
$2.58M 0.19%
119,272
+65,171
115
$2.57M 0.19%
13,224
+621
116
$2.55M 0.19%
22,245
+73
117
$2.55M 0.19%
32,303
+215
118
$2.51M 0.18%
12,031
-79
119
$2.48M 0.18%
83,661
-2,185
120
$2.46M 0.18%
35,732
+1,316
121
$2.46M 0.18%
39,698
+95
122
$2.44M 0.18%
24,987
+1,576
123
$2.42M 0.18%
7,559
-220
124
$2.41M 0.18%
10,872
+2,688
125
$2.37M 0.17%
23,544
-948
3 4
5
6 7