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
26
$8.7M 0.85%
70,657
+708
27
$8.56M 0.83%
263,214
-5,943
28
$8.39M 0.82%
195,518
-3,405
29
$8.05M 0.78%
149,861
-2,140
30
$8.03M 0.78%
169,172
+6,076
31
$8.01M 0.78%
244,602
-1,923
32
$7.77M 0.76%
20,368
+386
33
$7.44M 0.72%
53,208
-325
34
$7M 0.68%
57,090
-2,324
35
$6.81M 0.66%
78,381
-5,869
36
$6.79M 0.66%
65,226
+992
37
$6.54M 0.64%
+239,867
38
$6.18M 0.6%
30,758
+963
39
$6.01M 0.59%
48,514
+632
40
$5.76M 0.56%
53,561
-66
41
$5.76M 0.56%
32,061
+175
42
$5.71M 0.56%
159,567
-1,919
43
$5.15M 0.5%
30,823
-5,448
44
$5.01M 0.49%
32,710
-660
45
$4.99M 0.49%
61,483
+144
46
$4.97M 0.48%
61,709
-223
47
$4.79M 0.47%
173,734
+11,133
48
$4.79M 0.47%
109,888
+1,370
49
$4.72M 0.46%
58,840
-100
50
$4.52M 0.44%
16,972
+181
1
2
3 4 5