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
351
$224K 0.02%
2,970
352
$222K 0.02%
4,288
353
$221K 0.02%
+6,725
354
$220K 0.02%
+4,608
355
$219K 0.02%
4,346
-1,181
356
$216K 0.02%
+2,766
357
$216K 0.02%
+1,750
358
$215K 0.02%
+7,002
359
$214K 0.02%
+47,600
360
$212K 0.02%
+1,171
361
$212K 0.02%
+5,848
362
$212K 0.02%
14,438
363
$208K 0.02%
16,141
-2,180
364
$206K 0.02%
+1,669
365
$206K 0.02%
4,000
366
$205K 0.02%
+4,377
367
$203K 0.02%
+7,946
368
$201K 0.02%
+9,430
369
$201K 0.02%
+7,762
370
$196K 0.02%
11,174
371
$128K 0.01%
11,087
372
– –
-761
373
– –
-1,241
374
– –
-11,402
375
– –
-25,573
12 13 14
15
16