SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.15M
3
+$3.03M
4
NOW icon
ServiceNow
NOW
+$2.9M
5
ZS icon
Zscaler
ZS
+$2.54M

Top Sells

1
+$6.42M
2
+$2.87M
3
+$2.41M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
PYPL icon
PayPal
PYPL
+$1.7M

Sector Composition

1 Technology 17.63%
2 Consumer Discretionary 14.51%
3 Financials 8.64%
4 Healthcare 5.56%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.45M 0.17%
49,068
+1,704
127
$2.38M 0.17%
2,973
-17
128
$2.34M 0.17%
8,244
-828
129
$2.33M 0.17%
11,935
-1,141
130
$2.28M 0.16%
43,467
+4,110
131
$2.27M 0.16%
16,989
-100
132
$2.2M 0.16%
57,213
+1,443
133
$2.17M 0.15%
30,856
-330
134
$2.16M 0.15%
17,477
-1,440
135
$2.12M 0.15%
8,949
-1,647
136
$2.12M 0.15%
64,632
-72
137
$2.1M 0.15%
45,309
+2,317
138
$2.07M 0.15%
11,347
139
$2.03M 0.14%
12,331
-1,207
140
$2M 0.14%
7,220
-565
141
$1.96M 0.14%
19,459
+6,248
142
$1.89M 0.13%
39,357
-123
143
$1.88M 0.13%
5,726
-88
144
$1.85M 0.13%
20,161
+1,438
145
$1.84M 0.13%
20,480
-1,607
146
$1.83M 0.13%
7,849
-704
147
$1.78M 0.13%
6,108
+17
148
$1.77M 0.13%
47,278
+839
149
$1.77M 0.13%
16,557
-1,098
150
$1.75M 0.13%
5,163
-158
4 5
6
7 8