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
76
$4.1M 0.36%
42,728
+4,800
77
$4.03M 0.35%
18,551
-466
78
$3.94M 0.35%
13,270
-26
79
$3.89M 0.34%
23,560
+2,910
80
$3.8M 0.33%
53,310
+11,742
81
$3.77M 0.33%
24,553
+4,298
82
$3.77M 0.33%
7,865
+928
83
$3.77M 0.33%
179,679
-50,277
84
$3.69M 0.32%
21,250
+2,340
85
$3.55M 0.31%
40,675
+2,367
86
$3.44M 0.3%
16,818
+2,793
87
$3.41M 0.3%
24,828
+1,170
88
$3.22M 0.28%
16,063
-354
89
$3.04M 0.27%
96,606
+8,758
90
$3.02M 0.27%
18,746
-236
91
$2.98M 0.26%
27,799
+1,897
92
$2.97M 0.26%
19,809
-521
93
$2.95M 0.26%
9,046
-375
94
$2.95M 0.26%
22,798
-1,068
95
$2.83M 0.25%
39,273
+2,516
96
$2.79M 0.24%
45,073
+3,111
97
$2.78M 0.24%
9,663
+312
98
$2.77M 0.24%
14,070
99
$2.76M 0.24%
34,210
+400
100
$2.74M 0.24%
15,639
-404
2 3
4
5 6