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
126
$1.81M 0.18%
9,945
+315
127
$1.79M 0.17%
41,661
-29,554
128
$1.79M 0.17%
14,529
+7,833
129
$1.73M 0.17%
36,638
+15,463
130
$1.72M 0.17%
5,736
+148
131
$1.66M 0.16%
18,787
-1,166
132
$1.65M 0.16%
31,953
+410
133
$1.63M 0.16%
17,301
-2,247
134
$1.61M 0.16%
9,942
+392
135
$1.59M 0.15%
7,926
-127
136
$1.58M 0.15%
6,532
-13
137
$1.58M 0.15%
12,990
-250
138
$1.55M 0.15%
22,629
+4,621
139
$1.53M 0.15%
27,264
+553
140
$1.52M 0.15%
5,568
-938
141
$1.51M 0.15%
35,034
+1,663
142
$1.49M 0.15%
14,372
-432
143
$1.45M 0.14%
9,094
-600
144
$1.43M 0.14%
9,883
-149
145
$1.42M 0.14%
14,055
+405
146
$1.4M 0.14%
+12,346
147
$1.4M 0.14%
39,011
-603
148
$1.38M 0.13%
21,621
-1,077
149
$1.37M 0.13%
17,089
-188
150
$1.36M 0.13%
28,484
-1,858
4 5
6
7 8