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
251
$504K 0.04%
17,795
252
$501K 0.04%
4,754
-240
253
$494K 0.04%
15,282
+100
254
$491K 0.04%
9,803
255
$489K 0.04%
2,635
-125
256
$487K 0.04%
3,414
-23
257
$486K 0.04%
8,743
-167
258
$483K 0.04%
12,114
-1,569
259
$474K 0.04%
8,747
-1,700
260
$469K 0.04%
3,302
+15
261
$459K 0.04%
1,802
+167
262
$437K 0.04%
2,195
-55
263
$412K 0.04%
5,479
264
$400K 0.04%
5,450
-6,490
265
$400K 0.04%
11,068
266
$398K 0.03%
10,447
-926
267
$396K 0.03%
1,841
268
$394K 0.03%
7,210
+10
269
$391K 0.03%
+10,241
270
$387K 0.03%
11,275
+75
271
$385K 0.03%
5,379
+750
272
$385K 0.03%
3,823
+250
273
$384K 0.03%
20,518
-387
274
$381K 0.03%
8,772
275
$377K 0.03%
5,708
9 10
11
12 13