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
51
$4.45M 0.43%
+43,792
52
$4.37M 0.43%
22,992
+750
53
$4.35M 0.42%
15,281
+776
54
$4.07M 0.4%
75,803
-425
55
$3.86M 0.38%
140,309
-950
56
$3.81M 0.37%
51,528
+480
57
$3.78M 0.37%
19,721
+11
58
$3.68M 0.36%
46,022
+999
59
$3.51M 0.34%
59,700
+1,900
60
$3.47M 0.34%
31,664
-211
61
$3.45M 0.34%
72,328
+8,820
62
$3.41M 0.33%
+111,659
63
$3.37M 0.33%
35,442
+432
64
$3.36M 0.33%
20,414
+61
65
$3.34M 0.32%
30,062
+2,414
66
$3.25M 0.32%
63,330
+7,610
67
$3.18M 0.31%
65,864
-72
68
$3.15M 0.31%
37,363
+1,070
69
$3.1M 0.3%
37,020
+636
70
$3.06M 0.3%
28,349
-184
71
$3.04M 0.3%
103,550
-97,428
72
$3.01M 0.29%
10
-3
73
$3M 0.29%
102,234
-889
74
$2.92M 0.28%
60,538
+400
75
$2.92M 0.28%
49,720
+2,300
1 2
3
4 5