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
126
$2.01M 0.18%
11,713
-231
127
$2.01M 0.18%
7,224
-20
128
$2M 0.18%
105,133
-9,662
129
$2M 0.18%
9,638
-68
130
$1.99M 0.17%
35,617
-1,871
131
$1.95M 0.17%
54,404
-956
132
$1.94M 0.17%
16,277
-440
133
$1.93M 0.17%
13,651
-253
134
$1.92M 0.17%
28,481
+214
135
$1.89M 0.17%
23,543
+309
136
$1.88M 0.17%
20,320
+2,569
137
$1.86M 0.16%
26,006
+1,689
138
$1.81M 0.16%
89,198
-10,799
139
$1.8M 0.16%
1,031
+120
140
$1.79M 0.16%
28,582
+8,080
141
$1.77M 0.16%
24,043
+626
142
$1.71M 0.15%
41,031
+1,293
143
$1.71M 0.15%
24,389
+2,188
144
$1.71M 0.15%
8,673
-711
145
$1.7M 0.15%
32,901
+28,113
146
$1.68M 0.15%
31,036
+3,758
147
$1.64M 0.14%
20,595
+539
148
$1.64M 0.14%
21,666
-232
149
$1.61M 0.14%
5,329
+1,622
150
$1.61M 0.14%
8,540
-1,090
4 5
6
7 8