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
176
$1.05M 0.1%
16,880
-400
177
$1.03M 0.1%
+15,262
178
$1.02M 0.1%
8,837
+1,304
179
$1.02M 0.1%
7,542
+45
180
$1.01M 0.09%
9,539
+140
181
$977K 0.09%
23,445
-1,489
182
$977K 0.09%
12,036
183
$953K 0.09%
4,544
184
$943K 0.09%
3,892
-145
185
$928K 0.09%
10,782
-974
186
$915K 0.09%
24,438
-328
187
$891K 0.08%
16,409
+1,949
188
$889K 0.08%
4,792
+657
189
$885K 0.08%
23,869
-160
190
$873K 0.08%
2,709
191
$867K 0.08%
17,328
+175
192
$862K 0.08%
18,675
193
$859K 0.08%
14,761
194
$859K 0.08%
23,842
+2,078
195
$858K 0.08%
14,307
196
$829K 0.08%
14,250
+100
197
$817K 0.08%
7,387
198
$811K 0.08%
2,256
-180
199
$790K 0.07%
24,917
+2,394
200
$789K 0.07%
23,806
-6,934
6 7
8
9 10