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
201
$754K 0.05%
1
202
$750K 0.05%
2,173
+82
203
$741K 0.05%
3,948
-50
204
$724K 0.05%
14,356
-63
205
$702K 0.05%
2,563
+823
206
$693K 0.05%
1,389
+111
207
$685K 0.05%
9,194
+292
208
$684K 0.05%
2,182
-6
209
$681K 0.05%
881
-45
210
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5,275
211
$663K 0.04%
24,494
212
$657K 0.04%
2,188
213
$656K 0.04%
1,077
-11
214
$652K 0.04%
6,427
-635
215
$649K 0.04%
4,584
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216
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2,460
-10
217
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1,592
218
$624K 0.04%
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219
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9,535
-337
220
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221
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10,017
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222
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1,941
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223
$585K 0.04%
4,536
-293
224
$584K 0.04%
1,900
225
$578K 0.04%
7,049
-300
7 8
9
10 11