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
$907M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$15.1M
3
+$12.8M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$6.27M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$4.57M

Top Sells

1
+$6.7M
2
+$4.76M
3
+$3.81M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.7M
5
WFC icon
Wells Fargo
WFC
+$2.92M

Sector Composition

1 Financials 15.56%
2 Technology 15.55%
3 Consumer Discretionary 8.32%
4 Healthcare 4.8%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$917K 0.1%
10,089
+5,298
152
$890K 0.1%
10,278
+131
153
$886K 0.1%
34,502
-1,402
154
$855K 0.09%
+17,023
155
$825K 0.09%
+12,852
156
$824K 0.09%
47,760
+4,300
157
$803K 0.09%
11,481
+206
158
$802K 0.09%
16,306
-529
159
$800K 0.09%
6,596
+60
160
$796K 0.09%
7,774
-92
161
$793K 0.09%
7,008
-58
162
$792K 0.09%
10,014
-106
163
$774K 0.09%
+12,925
164
$768K 0.08%
10,493
-198
165
$753K 0.08%
11,886
-15
166
$749K 0.08%
4,563
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167
$745K 0.08%
15,809
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168
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24,155
-350
169
$734K 0.08%
7,550
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170
$715K 0.08%
17,830
-62
171
$700K 0.08%
8,714
-244
172
$695K 0.08%
13,534
-826
173
$691K 0.08%
6,576
174
$689K 0.08%
4,995
-50
175
$688K 0.08%
8,767
-80
5 6
7
8 9