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
76
$2.92M 0.28%
+34,743
77
$2.88M 0.28%
18,244
-805
78
$2.84M 0.28%
+25,796
79
$2.82M 0.27%
18,029
-616
80
$2.81M 0.27%
14,782
+290
81
$2.79M 0.27%
20,596
+509
82
$2.78M 0.27%
47,612
-343
83
$2.71M 0.26%
65,378
-1,256
84
$2.69M 0.26%
27,430
-2,288
85
$2.69M 0.26%
306,750
+118,942
86
$2.69M 0.26%
22,947
+3,365
87
$2.62M 0.25%
17,141
+123
88
$2.6M 0.25%
48,210
-519
89
$2.59M 0.25%
14,390
-197
90
$2.57M 0.25%
28,567
+592
91
$2.56M 0.25%
19,864
-270
92
$2.54M 0.25%
22,764
+778
93
$2.54M 0.25%
33,165
+1,110
94
$2.52M 0.25%
52,265
-601
95
$2.4M 0.23%
50,144
-120
96
$2.36M 0.23%
14,138
-2,254
97
$2.35M 0.23%
12,310
+852
98
$2.34M 0.23%
32,318
-106
99
$2.34M 0.23%
14,629
-370
100
$2.33M 0.23%
13,232
-155
2 3
4
5 6