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
201
$1.07M 0.08%
2,705
+134
202
$1.06M 0.08%
20,192
+118
203
$1.05M 0.08%
3,693
-100
204
$1.05M 0.08%
9,576
205
$1.04M 0.08%
19,601
+3,705
206
$1.03M 0.08%
13,096
-360
207
$1.03M 0.07%
17,154
-45
208
$1.02M 0.07%
22,055
+324
209
$1M 0.07%
25,136
-1,349
210
$982K 0.07%
12,014
-333
211
$980K 0.07%
7,134
-229
212
$976K 0.07%
4,976
-455
213
$962K 0.07%
4,021
+75
214
$960K 0.07%
2,809
-5
215
$955K 0.07%
6,679
+13
216
$935K 0.07%
16,710
-1,751
217
$934K 0.07%
9,761
+29
218
$918K 0.07%
3,713
-25
219
$915K 0.07%
5,466
+45
220
$913K 0.07%
17,634
-895
221
$905K 0.07%
8,645
+142
222
$887K 0.06%
18,584
-41
223
$880K 0.06%
10,699
-498
224
$875K 0.06%
6,799
+42
225
$842K 0.06%
2,715
7 8
9
10 11