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
326
$287K 0.03%
8,683
327
$286K 0.03%
10,759
328
$284K 0.03%
+163
329
$280K 0.03%
1,359
+47
330
$277K 0.03%
13,772
331
$275K 0.03%
1,920
-65
332
$275K 0.03%
4,620
333
$269K 0.03%
17,508
334
$266K 0.03%
2,361
-230
335
$265K 0.03%
10,079
-165
336
$262K 0.03%
10,510
337
$260K 0.03%
3,062
-50
338
$257K 0.03%
3,000
-200
339
$256K 0.02%
15,250
+4,725
340
$254K 0.02%
11,300
341
$253K 0.02%
2,067
+171
342
$249K 0.02%
18,175
-610
343
$247K 0.02%
3,362
-100
344
$242K 0.02%
+2,986
345
$239K 0.02%
+5,588
346
$236K 0.02%
2,569
347
$236K 0.02%
4,549
-456
348
$229K 0.02%
17,500
349
$226K 0.02%
7,988
350
$226K 0.02%
+2,273
12 13
14
15 16