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
101
$2.6M 0.24%
34,210
102
$2.6M 0.24%
169,302
-10,377
103
$2.57M 0.24%
11,151
+409
104
$2.55M 0.24%
17,102
+766
105
$2.45M 0.23%
10,843
-1,170
106
$2.41M 0.22%
13,554
-516
107
$2.36M 0.22%
29,412
-667
108
$2.34M 0.22%
46,526
+40
109
$2.25M 0.21%
30,066
-2,243
110
$2.22M 0.21%
21,203
+1,507
111
$2.17M 0.2%
32,916
+1,460
112
$2.1M 0.2%
30,371
+119
113
$2.09M 0.2%
21,954
+1,634
114
$2.08M 0.19%
51,510
+2,708
115
$2.06M 0.19%
6,800
-1,007
116
$2.04M 0.19%
10,458
-118
117
$2.03M 0.19%
20,501
-6,978
118
$1.95M 0.18%
6,025
+696
119
$1.95M 0.18%
23,531
+486
120
$1.94M 0.18%
39,045
-1,820
121
$1.94M 0.18%
13,081
-570
122
$1.94M 0.18%
31,155
-4,462
123
$1.9M 0.18%
15,955
+1,503
124
$1.89M 0.18%
26,208
+202
125
$1.87M 0.17%
7,260
+36
3 4
5
6 7