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
276
$377K 0.03%
2,463
277
$374K 0.03%
1,665
-252
278
$371K 0.03%
4,509
-3,778
279
$368K 0.03%
9,587
-50
280
$365K 0.03%
4,071
-156
281
$363K 0.03%
19,063
+6,522
282
$361K 0.03%
4,675
-113
283
$358K 0.03%
3,243
284
$356K 0.03%
2,335
-154
285
$338K 0.03%
30,392
-182
286
$337K 0.03%
1,855
287
$336K 0.03%
2,364
-543
288
$334K 0.03%
1,858
+160
289
$334K 0.03%
1,976
-145
290
$326K 0.03%
2,775
-50
291
$325K 0.03%
3,210
292
$318K 0.03%
4,073
-892
293
$318K 0.03%
16,616
294
$313K 0.03%
4,794
-1,112
295
$312K 0.03%
4,020
296
$312K 0.03%
20,776
-152
297
$305K 0.03%
3,000
298
$304K 0.03%
10,875
+1,300
299
$301K 0.03%
7,943
+21
300
$300K 0.03%
12,561
+1,431
10 11
12
13 14