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
301
$334K 0.03%
2,514
+108
302
$333K 0.03%
9,321
+175
303
$329K 0.03%
5,090
304
$327K 0.03%
5,389
-1,033
305
$324K 0.03%
7,525
306
$320K 0.03%
6,793
307
$318K 0.03%
9,601
+200
308
$318K 0.03%
4,356
309
$318K 0.03%
3,367
-307
310
$316K 0.03%
+885
311
$314K 0.03%
1,045
312
$313K 0.03%
3,012
313
$310K 0.03%
3,560
314
$309K 0.03%
5,356
-40
315
$308K 0.03%
11,121
+31
316
$307K 0.03%
2,465
317
$303K 0.03%
+10,200
318
$293K 0.03%
2,342
-25
319
$292K 0.03%
3,960
-34
320
$291K 0.03%
4,864
+183
321
$289K 0.03%
4,170
-130
322
$289K 0.03%
4,004
323
$289K 0.03%
5,295
+166
324
$288K 0.03%
3,223
-95
325
$288K 0.03%
2,227
-110
11 12
13
14 15