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
301
$300K 0.03%
2,417
-38
302
$296K 0.03%
3,597
-28
303
$295K 0.03%
8,708
-5,807
304
$295K 0.03%
+5,473
305
$295K 0.03%
3,262
306
$294K 0.03%
24,436
-1,609
307
$292K 0.03%
896
-4
308
$288K 0.03%
3,523
+22
309
$287K 0.03%
10,479
-22,883
310
$282K 0.02%
6,274
311
$282K 0.02%
16,792
+1,044
312
$282K 0.02%
1,549
-57
313
$276K 0.02%
4,451
-451
314
$273K 0.02%
2,035
-75
315
$266K 0.02%
+5,320
316
$255K 0.02%
1,877
+160
317
$252K 0.02%
2,165
318
$251K 0.02%
7,300
-100
319
$251K 0.02%
5,540
320
$247K 0.02%
3,843
-153
321
$247K 0.02%
8,735
322
$247K 0.02%
6,233
-4,107
323
$246K 0.02%
1,880
324
$241K 0.02%
+10,000
325
$239K 0.02%
2,560
11 12
13
14 15