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
151
$1.35M 0.13%
26,987
-7,089
152
$1.33M 0.13%
15,419
-47
153
$1.32M 0.13%
38,800
-3,700
154
$1.3M 0.13%
20,026
-220
155
$1.25M 0.12%
18,925
+224
156
$1.23M 0.12%
10,966
-666
157
$1.22M 0.12%
9,372
-226
158
$1.21M 0.12%
11,470
+1,023
159
$1.2M 0.12%
12,720
+991
160
$1.19M 0.12%
30,760
+2,050
161
$1.18M 0.11%
6,492
-255
162
$1.16M 0.11%
31,882
+981
163
$1.13M 0.11%
27,119
-150
164
$1.13M 0.11%
10,351
+135
165
$1.09M 0.11%
21,831
+202
166
$1.09M 0.11%
12,101
-515
167
$1.08M 0.11%
13,698
-175
168
$1.05M 0.1%
14,383
+1,100
169
$1.05M 0.1%
22,664
-655
170
$1.05M 0.1%
6,652
+1,430
171
$1.04M 0.1%
26,217
172
$1.03M 0.1%
9,417
+1,745
173
$1.03M 0.1%
17,671
+324
174
$1.02M 0.1%
5,176
+521
175
$1.02M 0.1%
18,377
-380
5 6
7
8 9