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
151
$1.75M 0.13%
12,341
+652
152
$1.72M 0.13%
40,108
+2,287
153
$1.72M 0.12%
9,416
-1,478
154
$1.7M 0.12%
21,255
+437
155
$1.7M 0.12%
4,356
+401
156
$1.69M 0.12%
30,685
-275
157
$1.66M 0.12%
27,702
-765
158
$1.64M 0.12%
36,023
+1,609
159
$1.62M 0.12%
20,690
-180
160
$1.61M 0.12%
9,605
161
$1.61M 0.12%
12,622
-283
162
$1.59M 0.12%
17,776
-4,138
163
$1.58M 0.11%
29,161
-766
164
$1.54M 0.11%
30,238
-1,350
165
$1.53M 0.11%
27,944
-4,227
166
$1.5M 0.11%
24,243
-600
167
$1.5M 0.11%
10,009
+148
168
$1.48M 0.11%
23,150
+1,098
169
$1.46M 0.11%
15,419
-389
170
$1.43M 0.1%
23,945
+579
171
$1.42M 0.1%
26,831
-200
172
$1.4M 0.1%
40,462
-1,660
173
$1.38M 0.1%
9,428
+163
174
$1.36M 0.1%
32,873
-735
175
$1.36M 0.1%
33,555
-244
5 6
7
8 9