SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
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
+$2.3M
2
+$1.8M
3
+$1.25M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M

Top Sells

1
+$4.38M
2
+$2.95M
3
+$2.45M
4
MRK icon
Merck
MRK
+$1.97M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.71M

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
326
$237K 0.02%
1,476
-101
327
$234K 0.02%
6,835
-160
328
$234K 0.02%
7,426
-150
329
$232K 0.02%
54,636
+500
330
$229K 0.02%
1,407
331
$228K 0.02%
1,446
-76
332
$228K 0.02%
13,613
+1,113
333
$228K 0.02%
7,546
-700
334
$227K 0.02%
7,662
+749
335
$225K 0.02%
600
-950
336
$220K 0.02%
8,762
-522
337
$219K 0.02%
1,553
338
$218K 0.02%
886
-47
339
$211K 0.02%
4,523
340
$204K 0.02%
751
-10
341
$204K 0.02%
1,026
-257
342
$193K 0.02%
11,710
343
$175K 0.02%
+13,377
344
$169K 0.01%
10,750
345
$144K 0.01%
21,999
-372
346
$113K 0.01%
15,900
347
$107K 0.01%
12,850
-1,134
348
– –
-1,000
349
– –
-7,228
350
– –
-4,391
11 12 13
14
15