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
151
$1.68M 0.11%
2,664
-4
152
$1.67M 0.11%
27,285
+2,773
153
$1.58M 0.11%
13,100
+1,987
154
$1.57M 0.1%
7,933
-395
155
$1.57M 0.1%
4,738
-45
156
$1.56M 0.1%
11,260
-1,563
157
$1.53M 0.1%
7,127
-200
158
$1.51M 0.1%
20,704
+198
159
$1.51M 0.1%
31,169
-4,737
160
$1.5M 0.1%
5,127
+22
161
$1.43M 0.1%
7,494
-100
162
$1.42M 0.09%
17,766
+117
163
$1.36M 0.09%
6,281
-34
164
$1.32M 0.09%
12,300
-4,257
165
$1.31M 0.09%
38,154
+6,112
166
$1.29M 0.09%
9,553
-482
167
$1.29M 0.09%
22,002
-40
168
$1.29M 0.09%
15,747
-215
169
$1.28M 0.09%
27,150
-3,819
170
$1.27M 0.08%
11,364
+238
171
$1.27M 0.08%
8,850
-137
172
$1.26M 0.08%
6,169
-102
173
$1.23M 0.08%
6,863
-868
174
$1.2M 0.08%
28,472
-618
175
$1.19M 0.08%
11,322
-728
5 6
7
8 9