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
176
$1.18M 0.08%
11,762
-7,697
177
$1.12M 0.07%
39,744
-7,808
178
$1.12M 0.07%
8,713
-16
179
$1.1M 0.07%
5,111
-265
180
$1.1M 0.07%
21,574
181
$1.07M 0.07%
7,343
-431
182
$1.05M 0.07%
7,224
-52
183
$990K 0.07%
7,863
184
$984K 0.07%
5,105
+65
185
$982K 0.07%
3,997
186
$970K 0.06%
14,469
-100
187
$917K 0.06%
5,384
+165
188
$912K 0.06%
2,467
+19
189
$872K 0.06%
3,088
-370
190
$869K 0.06%
2,934
-50
191
$862K 0.06%
7,776
-4
192
$862K 0.06%
8,198
193
$861K 0.06%
16,454
-3,000
194
$860K 0.06%
8,377
-872
195
$856K 0.06%
16,968
+39
196
$850K 0.06%
14,942
197
$833K 0.06%
9,541
+451
198
$825K 0.06%
12,065
-250
199
$768K 0.05%
8,062
-189
200
$766K 0.05%
17,013
-157
6 7
8
9 10