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
126
$2.61M 0.17%
60,361
+3,148
127
$2.52M 0.17%
8,281
-195
128
$2.47M 0.16%
58,335
-6,297
129
$2.47M 0.16%
17,080
-397
130
$2.42M 0.16%
5,739
+13
131
$2.32M 0.15%
41,658
+2,301
132
$2.31M 0.15%
11,081
-854
133
$2.31M 0.15%
97,648
-1,983
134
$2.27M 0.15%
7,738
-506
135
$2.23M 0.15%
45,239
+1,772
136
$2.21M 0.15%
30,856
137
$2.2M 0.15%
8,635
-314
138
$2.17M 0.14%
76,429
+2,126
139
$2.07M 0.14%
49,400
+2,122
140
$2.06M 0.14%
6,935
-285
141
$2.06M 0.14%
11,786
-545
142
$1.99M 0.13%
15,168
-1,821
143
$1.99M 0.13%
5,828
-280
144
$1.97M 0.13%
43,595
-1,714
145
$1.91M 0.13%
20,184
-296
146
$1.89M 0.13%
19,569
-592
147
$1.87M 0.12%
5,108
-55
148
$1.84M 0.12%
11,347
149
$1.77M 0.12%
12,434
-206
150
$1.75M 0.12%
19,114
-375
4 5
6
7 8