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
176
$1.36M 0.1%
15,985
+397
177
$1.34M 0.1%
41,306
-1,000
178
$1.34M 0.1%
9,488
-824
179
$1.32M 0.1%
8,607
-90
180
$1.28M 0.09%
13,014
-304
181
$1.28M 0.09%
8,625
+100
182
$1.26M 0.09%
21,445
-100
183
$1.25M 0.09%
5,396
-382
184
$1.23M 0.09%
518
+180
185
$1.23M 0.09%
18,675
186
$1.22M 0.09%
15,181
+911
187
$1.22M 0.09%
41,384
-349
188
$1.22M 0.09%
15,771
-300
189
$1.22M 0.09%
14,771
-429
190
$1.21M 0.09%
9,132
+741
191
$1.17M 0.09%
4,187
192
$1.16M 0.08%
2,597
+108
193
$1.14M 0.08%
19,937
+4,614
194
$1.12M 0.08%
+51,663
195
$1.12M 0.08%
25,215
-375
196
$1.11M 0.08%
12,442
-4,512
197
$1.08M 0.08%
20,803
+1,079
198
$1.08M 0.08%
10,096
-25
199
$1.08M 0.08%
11,822
-1,086
200
$1.07M 0.08%
8,868
+469
6 7
8
9 10