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
$1.14B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$946K

Top Sells

1
+$4.22M
2
+$2.71M
3
+$2.24M
4
MRK icon
Merck
MRK
+$2.02M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.7M

Sector Composition

1 Consumer Discretionary 11.75%
2 Technology 9.66%
3 Financials 9.64%
4 Healthcare 8.4%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$658K 0.06%
12,884
227
$646K 0.06%
18,686
-2,609
228
$644K 0.06%
5,677
229
$620K 0.05%
15,788
-487
230
$618K 0.05%
4,231
231
$617K 0.05%
23,085
232
$615K 0.05%
+17,295
233
$612K 0.05%
6,723
+299
234
$609K 0.05%
9,097
-127
235
$601K 0.05%
3,493
-200
236
$595K 0.05%
3,645
-150
237
$593K 0.05%
8,375
-989
238
$581K 0.05%
2,564
-25
239
$578K 0.05%
18,873
+75
240
$573K 0.05%
4,170
-1,198
241
$570K 0.05%
3,137
-23
242
$560K 0.05%
2,463
-177
243
$555K 0.05%
17,473
-575
244
$549K 0.05%
5,635
245
$537K 0.05%
7,337
+1,586
246
$520K 0.05%
7,568
-200
247
$517K 0.05%
2,455
+1,455
248
$517K 0.05%
4,861
249
$512K 0.04%
7,310
-425
250
$509K 0.04%
14,292
-1,737
8 9
10
11 12