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
101
$2.31M 0.23%
13,884
+127
102
$2.3M 0.22%
40,314
+2,475
103
$2.29M 0.22%
44,072
104
$2.26M 0.22%
61,011
-766
105
$2.25M 0.22%
+20,812
106
$2.19M 0.21%
38,095
-1,207
107
$2.12M 0.21%
23,114
+458
108
$2.12M 0.21%
12,203
+24
109
$2.1M 0.2%
18,463
+186
110
$2.09M 0.2%
13,369
+532
111
$2.06M 0.2%
33,117
+1,326
112
$2.04M 0.2%
12,995
-3,629
113
$2.04M 0.2%
14,265
-157
114
$2.02M 0.2%
10,636
-70
115
$2.02M 0.2%
32,283
+100
116
$1.98M 0.19%
12,452
-233
117
$1.98M 0.19%
29,586
-461
118
$1.96M 0.19%
22,738
-74
119
$1.96M 0.19%
26,099
+556
120
$1.94M 0.19%
75,390
+734
121
$1.91M 0.19%
28,901
+134
122
$1.9M 0.19%
7,688
+410
123
$1.89M 0.18%
17,618
-115
124
$1.83M 0.18%
26,798
-390
125
$1.82M 0.18%
9,503
+473
3 4
5
6 7