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
126
$1.86M 0.17%
9,426
-212
127
$1.83M 0.17%
30,034
+1,452
128
$1.81M 0.17%
6,356
-36
129
$1.8M 0.17%
16,800
-1,516
130
$1.77M 0.16%
49,213
-5,191
131
$1.76M 0.16%
76,344
-14,901
132
$1.76M 0.16%
40,044
+7,143
133
$1.76M 0.16%
29,869
-12,138
134
$1.74M 0.16%
36,378
+5,342
135
$1.73M 0.16%
1,054
+23
136
$1.72M 0.16%
14,174
-710
137
$1.7M 0.16%
41,946
+915
138
$1.68M 0.16%
24,669
+626
139
$1.67M 0.16%
87,672
-17,461
140
$1.67M 0.16%
52,850
-10,556
141
$1.66M 0.15%
13,098
-715
142
$1.66M 0.15%
11,158
-555
143
$1.64M 0.15%
28,481
144
$1.62M 0.15%
21,184
-482
145
$1.62M 0.15%
24,685
+296
146
$1.61M 0.15%
4,964
+14
147
$1.59M 0.15%
12,742
+455
148
$1.59M 0.15%
8,838
+298
149
$1.58M 0.15%
40,008
-100
150
$1.55M 0.14%
22,052
-1,491
4 5
6
7 8