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
101
$2.74M 0.24%
30,079
-24,628
102
$2.72M 0.24%
27,479
-2,333
103
$2.71M 0.24%
30,197
-1,042
104
$2.71M 0.24%
31,456
+617
105
$2.65M 0.23%
10,742
-290
106
$2.64M 0.23%
102,361
+14,501
107
$2.62M 0.23%
46,486
+832
108
$2.62M 0.23%
19,045
-3,390
109
$2.52M 0.22%
12,013
-2,928
110
$2.49M 0.22%
7,807
-352
111
$2.48M 0.22%
32,309
-1,752
112
$2.44M 0.21%
42,007
-4,620
113
$2.41M 0.21%
30,252
-142
114
$2.25M 0.2%
48,802
+4,886
115
$2.19M 0.19%
23,045
+1,296
116
$2.18M 0.19%
63,406
-122,983
117
$2.17M 0.19%
16,336
+3,405
118
$2.16M 0.19%
18,316
-4,834
119
$2.14M 0.19%
+40,865
120
$2.08M 0.18%
10,576
-6
121
$2.08M 0.18%
91,245
-10,134
122
$2.07M 0.18%
19,696
+4,032
123
$2.04M 0.18%
14,452
+2,624
124
$2.04M 0.18%
14,884
-408
125
$2.02M 0.18%
6,392
+121
3 4
5
6 7