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
51
$5.59M 0.49%
28,881
-554
52
$5.57M 0.49%
54,509
+3,355
53
$5.56M 0.49%
178,502
+19,214
54
$5.55M 0.49%
24,897
-1,038
55
$5.52M 0.48%
10,750
+2,431
56
$5.48M 0.48%
361,710
+28,800
57
$5.21M 0.46%
17,405
+1,404
58
$5.14M 0.45%
20,120
+2,096
59
$5.09M 0.45%
11,847
+605
60
$5.04M 0.44%
20,956
+2,626
61
$5.01M 0.44%
52,175
-1,143
62
$4.97M 0.44%
85,620
-5,069
63
$4.84M 0.42%
27,684
-269
64
$4.77M 0.42%
37,196
+1,304
65
$4.73M 0.41%
8,707
-433
66
$4.63M 0.41%
26,281
-2,311
67
$4.58M 0.4%
59,516
-1,354
68
$4.56M 0.4%
48,284
-1,562
69
$4.55M 0.4%
41,620
-180
70
$4.46M 0.39%
55,739
-4,445
71
$4.39M 0.38%
20,582
+229
72
$4.31M 0.38%
52,594
+5,913
73
$4.25M 0.37%
33,296
-670
74
$4.17M 0.37%
111,544
-5,837
75
$4.1M 0.36%
58,690
-1,840
1 2
3
4 5