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
101
$3.71M 0.25%
25,132
+482
102
$3.64M 0.24%
43,301
+1,610
103
$3.47M 0.23%
15,696
+65
104
$3.45M 0.23%
10,860
+95
105
$3.36M 0.22%
18,265
-882
106
$3.3M 0.22%
51,434
-3,126
107
$3.28M 0.22%
6,000
+110
108
$3.27M 0.22%
24,133
+52
109
$3.26M 0.22%
10,888
+696
110
$3.07M 0.2%
68,554
-720
111
$3.06M 0.2%
52,719
+3,651
112
$3.04M 0.2%
9,670
+887
113
$3M 0.2%
3,101
+128
114
$2.99M 0.2%
67,006
-148
115
$2.93M 0.2%
15,252
+370
116
$2.93M 0.2%
26,047
-1,111
117
$2.92M 0.19%
66,994
-594
118
$2.91M 0.19%
23,410
-2,855
119
$2.87M 0.19%
7,660
+412
120
$2.81M 0.19%
61,453
+602
121
$2.81M 0.19%
15,245
-145
122
$2.77M 0.18%
41,901
-1,438
123
$2.74M 0.18%
40,515
+1,471
124
$2.7M 0.18%
49,697
-17
125
$2.69M 0.18%
8,188
+67
3 4
5
6 7