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
126
$2.37M 0.17%
6,812
+816
127
$2.35M 0.17%
32,245
-935
128
$2.33M 0.17%
27,146
-1,285
129
$2.32M 0.17%
20,457
+73
130
$2.29M 0.17%
46,086
-700
131
$2.28M 0.17%
89,730
+35,714
132
$2.27M 0.16%
23,669
+1,454
133
$2.25M 0.16%
30,367
-45
134
$2.18M 0.16%
12,567
-383
135
$2.18M 0.16%
14,378
-233
136
$2.1M 0.15%
16,174
+2,174
137
$2.06M 0.15%
18,333
-1,023
138
$2.05M 0.15%
30,303
+4,934
139
$2.02M 0.15%
28,735
-224
140
$1.99M 0.14%
13,691
+823
141
$1.99M 0.14%
17,329
-335
142
$1.95M 0.14%
20,652
+408
143
$1.93M 0.14%
24,432
+791
144
$1.92M 0.14%
3,146
+130
145
$1.91M 0.14%
4,630
146
$1.9M 0.14%
24,253
+10,379
147
$1.89M 0.14%
24,953
-106
148
$1.88M 0.14%
2,242
-4
149
$1.8M 0.13%
9,345
+1,170
150
$1.76M 0.13%
30,986
+3,572
4 5
6
7 8