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
151
$1.52M 0.14%
17,393
-90
152
$1.5M 0.14%
16,662
-7
153
$1.5M 0.14%
20,494
-101
154
$1.45M 0.14%
7,982
-691
155
$1.44M 0.13%
6,783
+520
156
$1.41M 0.13%
27,905
-125
157
$1.37M 0.13%
12,769
158
$1.36M 0.13%
20,858
-1,862
159
$1.35M 0.13%
22,507
+82
160
$1.35M 0.13%
12,037
-1,015
161
$1.33M 0.12%
21,850
-1,569
162
$1.29M 0.12%
11,303
-4,974
163
$1.27M 0.12%
9,406
-127
164
$1.24M 0.12%
14,926
+26
165
$1.21M 0.11%
9,047
-109
166
$1.19M 0.11%
21,263
-27
167
$1.19M 0.11%
7,363
-1,379
168
$1.18M 0.11%
31,413
-425
169
$1.16M 0.11%
24,315
-7,727
170
$1.16M 0.11%
26,404
-1,959
171
$1.15M 0.11%
22,527
-1,201
172
$1.11M 0.1%
19,507
173
$1.11M 0.1%
25,587
+4,628
174
$1.05M 0.1%
29,461
-3,713
175
$1.05M 0.1%
23,773
-895
5 6
7
8 9