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
276
$407K 0.04%
4,220
-175
277
$405K 0.04%
4,771
-25
278
$403K 0.04%
28,515
+329
279
$397K 0.04%
6,065
+1,150
280
$394K 0.04%
3,125
-125
281
$387K 0.04%
11,174
-850
282
$386K 0.04%
9,666
-643
283
$386K 0.04%
2,200
284
$385K 0.04%
5,125
+600
285
$381K 0.04%
10,081
286
$381K 0.04%
3,220
287
$376K 0.04%
2,338
+130
288
$374K 0.04%
4,741
+525
289
$373K 0.04%
2,720
-70
290
$370K 0.04%
1,502
-287
291
$366K 0.04%
5,108
-2,512
292
$363K 0.04%
11,028
293
$360K 0.04%
2,175
-50
294
$360K 0.04%
2,781
-50
295
$360K 0.04%
21,531
+592
296
$355K 0.03%
3,428
+446
297
$353K 0.03%
2,210
-65
298
$342K 0.03%
+3,140
299
$342K 0.03%
4,973
300
$337K 0.03%
2,098
10 11
12
13 14