SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
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
+$2.3M
2
+$1.8M
3
+$1.25M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M

Top Sells

1
+$4.38M
2
+$2.95M
3
+$2.45M
4
MRK icon
Merck
MRK
+$1.97M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.71M

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
176
$1.17M 0.1%
33,174
+1,122
177
$1.15M 0.1%
9,156
+11
178
$1.15M 0.1%
24,934
-1,285
179
$1.12M 0.1%
24,766
-1,456
180
$1.12M 0.1%
17,280
-1,400
181
$1.11M 0.1%
12,504
-1,414
182
$1.11M 0.1%
20,482
-442
183
$1.08M 0.09%
24,668
-1,863
184
$1.07M 0.09%
7,497
-700
185
$1.03M 0.09%
4,544
+801
186
$1.03M 0.09%
12,036
-260
187
$1.02M 0.09%
24,029
-767
188
$1M 0.09%
9,399
+450
189
$994K 0.09%
20,959
190
$993K 0.09%
4,037
+10
191
$989K 0.09%
14,150
-300
192
$986K 0.09%
18,675
193
$977K 0.09%
30,740
-2,979
194
$964K 0.08%
17,153
-2,188
195
$961K 0.08%
2,436
-21
196
$941K 0.08%
22,523
+2,244
197
$929K 0.08%
14,307
-1,977
198
$925K 0.08%
1,519
-102
199
$923K 0.08%
10,926
-785
200
$916K 0.08%
7,533
+1,692
6 7
8
9 10