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
201
$786K 0.07%
10,346
-580
202
$776K 0.07%
7,638
-90
203
$748K 0.07%
8,343
-175
204
$747K 0.07%
17,712
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205
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8,686
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206
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17,330
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207
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8,828
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208
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5,027
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209
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210
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211
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212
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26,797
-19,915
213
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214
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3,482
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216
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217
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218
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219
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220
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13,084
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221
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222
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3,187
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223
$637K 0.06%
5,882
-306
224
$622K 0.06%
12,884
225
$601K 0.06%
23,417
+332
7 8
9
10 11