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
151
$1.6M 0.14%
4,950
-8
152
$1.6M 0.14%
8,742
+75
153
$1.59M 0.14%
32,042
-4,859
154
$1.57M 0.14%
16,669
-15
155
$1.56M 0.14%
13,813
+105
156
$1.56M 0.14%
12,287
+62
157
$1.53M 0.13%
22,720
-1,161
158
$1.51M 0.13%
28,030
-1,760
159
$1.51M 0.13%
40,108
160
$1.49M 0.13%
13,052
-636
161
$1.47M 0.13%
14,900
+402
162
$1.45M 0.13%
24,230
-1,357
163
$1.43M 0.12%
23,419
-47
164
$1.42M 0.12%
13,088
+2,655
165
$1.39M 0.12%
6,263
+789
166
$1.37M 0.12%
17,483
-3,130
167
$1.35M 0.12%
7,739
+2,807
168
$1.35M 0.12%
46,712
-34,291
169
$1.34M 0.12%
28,363
-1,465
170
$1.34M 0.12%
21,290
+91
171
$1.33M 0.12%
12,769
-191
172
$1.32M 0.12%
9,533
+278
173
$1.24M 0.11%
31,838
174
$1.24M 0.11%
22,425
+300
175
$1.21M 0.11%
23,728
-60
5 6
7
8 9