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
$1.1B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$8.95M
3
+$5.65M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.84M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.29M

Top Sells

1
+$8.96M
2
+$1.91M
3
+$1.66M
4
INTC icon
Intel
INTC
+$1.5M
5
VMC icon
Vulcan Materials
VMC
+$1.45M

Sector Composition

1 Technology 17.57%
2 Financials 11.77%
3 Consumer Discretionary 7.84%
4 Healthcare 5.02%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.11%
23,480
+1,057
152
$1.22M 0.11%
11,478
-356
153
$1.21M 0.11%
13,318
+510
154
$1.19M 0.11%
13,118
-1,705
155
$1.19M 0.11%
17,376
-13,636
156
$1.18M 0.11%
14,215
+226
157
$1.18M 0.11%
23,421
+378
158
$1.18M 0.11%
28,660
+2,647
159
$1.15M 0.1%
16,809
+225
160
$1.12M 0.1%
13,200
-670
161
$1.12M 0.1%
26,181
-524
162
$1.1M 0.1%
4,938
-212
163
$1.09M 0.1%
11,150
+1,094
164
$1.08M 0.1%
30,253
+4,963
165
$1.08M 0.1%
8,105
-650
166
$1.07M 0.1%
30,030
-350
167
$1.06M 0.1%
4,657
+1,399
168
$1.04M 0.09%
15,389
169
$1.03M 0.09%
15,273
-250
170
$1.03M 0.09%
8,670
-136
171
$1.01M 0.09%
17,453
+542
172
$1.01M 0.09%
12,975
+219
173
$1.01M 0.09%
15,580
-380
174
$987K 0.09%
22,628
-41
175
$986K 0.09%
16,986
+1,070
5 6
7
8 9