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
$907M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$15.1M
3
+$12.8M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$6.27M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$4.57M

Top Sells

1
+$6.7M
2
+$4.76M
3
+$3.81M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.7M
5
WFC icon
Wells Fargo
WFC
+$2.92M

Sector Composition

1 Financials 15.56%
2 Technology 15.55%
3 Consumer Discretionary 8.32%
4 Healthcare 4.8%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$566K 0.06%
+4,719
202
$558K 0.06%
6,930
-405
203
$554K 0.06%
62,150
-1,100
204
$550K 0.06%
9,750
-308
205
$531K 0.06%
4,145
+55
206
$531K 0.06%
+3,774
207
$525K 0.06%
+3,789
208
$523K 0.06%
4,410
-43
209
$520K 0.06%
7,625
210
$517K 0.06%
11,319
+1,918
211
$511K 0.06%
1,120
212
$510K 0.06%
16,025
-600
213
$504K 0.06%
+13,263
214
$503K 0.06%
4,206
+77
215
$503K 0.06%
98,610
216
$483K 0.05%
15,291
-776
217
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2,558
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218
$478K 0.05%
11,866
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219
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11,880
220
$461K 0.05%
9,250
221
$447K 0.05%
7,480
-200
222
$446K 0.05%
5,477
223
$443K 0.05%
5,125
-33
224
$437K 0.05%
3,901
-350
225
$414K 0.05%
17,680
-400
7 8
9
10 11