We are live on ! Find out more
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
– –
-4,391
352
– –
-640
353
– –
-2,342
354
– –
-4,254
355
– –
-5,925
356
– –
-1,608
357
– –
-9,700
358
– –
-3,161
359
– –
-3,664
360
– –
-2,342
361
– –
-5,741
362
– –
-4,010
363
– –
-2,817
364
– –
-5,126
365
– –
-4,840
366
– –
-981
367
– –
-3,715
368
– –
-5,675
369
– –
-9,655
11 12 13 14
15