SB

Simmons Bank Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
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
351
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-981
352
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-4,840
353
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-5,126
354
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-6,733
355
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-2,817
356
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357
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-5,741
358
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-2,342
359
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360
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-3,161
361
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-9,700
362
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363
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-5,925
364
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-4,254
365
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-2,342
366
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-640
367
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-4,391
368
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-7,228
369
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-1,000
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