SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.15M
3
+$3.03M
4
NOW icon
ServiceNow
NOW
+$2.9M
5
ZS icon
Zscaler
ZS
+$2.54M

Top Sells

1
+$6.42M
2
+$2.87M
3
+$2.41M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
PYPL icon
PayPal
PYPL
+$1.7M

Sector Composition

1 Technology 17.63%
2 Consumer Discretionary 14.51%
3 Financials 8.64%
4 Healthcare 5.56%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.2M 0.09%
12,050
-240
177
$1.15M 0.08%
6,271
-152
178
$1.14M 0.08%
14,569
-200
179
$1.1M 0.08%
5,376
-1,479
180
$1.08M 0.08%
32,042
+2,131
181
$1.06M 0.08%
8,729
-445
182
$1.04M 0.07%
7,276
183
$1.02M 0.07%
21,574
184
$1M 0.07%
3,458
-119
185
$975K 0.07%
19,454
-1,975
186
$969K 0.07%
2,448
-29
187
$951K 0.07%
3,997
-105
188
$937K 0.07%
7,863
+320
189
$933K 0.07%
8,198
190
$893K 0.06%
9,249
-79
191
$885K 0.06%
14,942
-946
192
$868K 0.06%
12,315
-375
193
$837K 0.06%
5,040
194
$836K 0.06%
2,984
-150
195
$833K 0.06%
4,829
+1,718
196
$814K 0.06%
7,780
-123
197
$786K 0.06%
8,902
+119
198
$767K 0.05%
16,929
-4,319
199
$765K 0.05%
10,452
-120
200
$759K 0.05%
9,090
+971
6 7
8
9 10