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
176
$1.02M 0.1%
4,172
+832
177
$1.02M 0.1%
9,070
+220
178
$1.01M 0.1%
19,433
+164
179
$1.01M 0.1%
12,519
180
$994K 0.1%
54,776
+5,582
181
$975K 0.09%
13,236
+626
182
$975K 0.09%
16,449
-95
183
$959K 0.09%
19,665
+2,334
184
$954K 0.09%
4,740
+71
185
$949K 0.09%
10,420
+4,450
186
$946K 0.09%
7,752
-1,066
187
$945K 0.09%
5,371
+100
188
$932K 0.09%
6,913
+994
189
$923K 0.09%
11,052
+75
190
$906K 0.09%
17,502
+8,625
191
$905K 0.09%
16,875
192
$886K 0.09%
35,505
-297
193
$876K 0.09%
4,686
194
$857K 0.08%
11,817
+771
195
$842K 0.08%
16,500
+2,100
196
$831K 0.08%
11,963
-10,355
197
$828K 0.08%
18,879
+612
198
$817K 0.08%
17,992
+2,515
199
$811K 0.08%
11,554
+5,992
200
$796K 0.08%
27,370
6 7
8
9 10