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
$1.03B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.54M
3
+$6.06M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.45M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.41M

Top Sells

1
+$5.65M
2
+$4.65M
3
+$2.86M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.27M
5
SFNC icon
Simmons First National
SFNC
+$1.14M

Sector Composition

1 Financials 12.62%
2 Consumer Discretionary 9.4%
3 Technology 7.71%
4 Healthcare 6.5%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$677K 0.07%
32,048
-2,919
227
$675K 0.07%
1,975
-10
228
$671K 0.07%
+6,693
229
$671K 0.07%
12,610
+200
230
$669K 0.07%
18,553
+2,650
231
$666K 0.06%
8,148
+892
232
$664K 0.06%
12,787
-14,535
233
$642K 0.06%
21,904
-580
234
$627K 0.06%
10,092
-242
235
$626K 0.06%
5,950
236
$624K 0.06%
8,122
-364
237
$624K 0.06%
12,615
+452
238
$621K 0.06%
14,343
239
$621K 0.06%
8,185
240
$620K 0.06%
19,539
241
$603K 0.06%
8,113
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242
$594K 0.06%
4,245
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243
$592K 0.06%
6,472
+300
244
$592K 0.06%
5,833
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245
$591K 0.06%
4,766
+348
246
$585K 0.06%
25,455
247
$580K 0.06%
4,577
+482
248
$573K 0.06%
6,424
-40
249
$562K 0.05%
39,615
-140
250
$549K 0.05%
12,249
-693
8 9
10
11 12