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
251
$547K 0.05%
3,944
+150
252
$546K 0.05%
9,167
-520
253
$534K 0.05%
3,099
-25
254
$530K 0.05%
13,103
-43
255
$522K 0.05%
17,997
+58
256
$518K 0.05%
1,214
-5
257
$507K 0.05%
12,203
+18
258
$505K 0.05%
26,780
-500
259
$501K 0.05%
17,192
+2,971
260
$479K 0.05%
2,829
-115
261
$475K 0.05%
10,440
+2,782
262
$471K 0.05%
15,670
+3,000
263
$465K 0.05%
8,634
-609
264
$462K 0.05%
15,000
265
$460K 0.04%
6,892
-85
266
$455K 0.04%
25,011
+12,069
267
$450K 0.04%
10,274
+541
268
$443K 0.04%
2,583
269
$443K 0.04%
7,300
+500
270
$439K 0.04%
8,146
-133
271
$438K 0.04%
3,015
272
$428K 0.04%
7,705
273
$418K 0.04%
2,984
-19
274
$416K 0.04%
10,000
275
$412K 0.04%
6,960
+3,000
9 10
11
12 13