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
$1.14B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.45M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$946K

Top Sells

1
+$4.22M
2
+$2.71M
3
+$2.24M
4
MRK icon
Merck
MRK
+$2.02M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.7M

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
26
$10.5M 0.92%
167,795
-14,878
27
$10.2M 0.9%
66,724
+2,262
28
$10M 0.88%
171,441
29
$9.91M 0.87%
55,829
+1,396
30
$8.98M 0.79%
62,494
+883
31
$8.81M 0.77%
78,260
+1,660
32
$8.46M 0.74%
30,836
+1,152
33
$8.39M 0.74%
192,459
-16,804
34
$8.32M 0.73%
91,288
-22,193
35
$8.21M 0.72%
192,476
+2,775
36
$7.95M 0.7%
62,526
+3,443
37
$7.91M 0.69%
21,599
+1,097
38
$7.88M 0.69%
155,251
+3,170
39
$7.79M 0.68%
100,519
+5,625
40
$7.56M 0.66%
27,672
+3,335
41
$7.13M 0.62%
54,042
-2,698
42
$6.86M 0.6%
50,762
+1,102
43
$6.36M 0.56%
62,517
-4,823
44
$6.25M 0.55%
155,787
-10,259
45
$6.23M 0.55%
27,704
+873
46
$6.12M 0.54%
57,951
-3,769
47
$6.02M 0.53%
33,690
+4,574
48
$5.86M 0.51%
15,461
-180
49
$5.76M 0.51%
53,048
+540
50
$5.7M 0.5%
23,413
+1,475
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