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
$1.1B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$8.95M
3
+$5.65M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.84M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.29M

Top Sells

1
+$8.96M
2
+$1.91M
3
+$1.66M
4
INTC icon
Intel
INTC
+$1.5M
5
VMC icon
Vulcan Materials
VMC
+$1.45M

Sector Composition

1 Technology 17.57%
2 Financials 11.77%
3 Consumer Discretionary 7.84%
4 Healthcare 5.02%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$219K 0.02%
+2,329
352
$218K 0.02%
9,073
+3,058
353
$213K 0.02%
4,288
354
$213K 0.02%
+2,307
355
$213K 0.02%
3,695
-73
356
$212K 0.02%
1,530
357
$209K 0.02%
+1,465
358
$174K 0.02%
14,438
359
$126K 0.01%
11,687
-1,200
360
$59K 0.01%
+11,115
361
$56K 0.01%
+12,500
362
$51K ﹤0.01%
+10,480
363
$13K ﹤0.01%
176
-25,809
364
– –
-1,832
365
– –
-5,766
366
– –
-6,060
367
– –
-5,642
368
– –
-5,649
369
– –
-10,316
370
– –
-3,591
371
– –
-11,915
372
– –
-943
373
– –
-1,485
374
– –
-9,861
375
– –
-10,111
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