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
201
$789K 0.08%
3,353
-125
202
$785K 0.08%
10,346
+900
203
$784K 0.08%
12,384
+2,857
204
$775K 0.08%
7,761
+56
205
$773K 0.08%
15,456
-603
206
$769K 0.07%
19,040
+450
207
$760K 0.07%
4,305
+96
208
$758K 0.07%
13,100
-300
209
$748K 0.07%
8,447
-770
210
$747K 0.07%
17,556
+18
211
$743K 0.07%
14,904
-3,384
212
$743K 0.07%
6,584
-120
213
$731K 0.07%
9,600
-100
214
$728K 0.07%
4,675
215
$727K 0.07%
+14,280
216
$725K 0.07%
6,838
-122
217
$721K 0.07%
+14,800
218
$718K 0.07%
15,075
+2,325
219
$714K 0.07%
9,962
-72
220
$714K 0.07%
7,510
+466
221
$711K 0.07%
28,886
-783
222
$706K 0.07%
17,751
+3,150
223
$703K 0.07%
4,078
-105
224
$691K 0.07%
8,491
+288
225
$684K 0.07%
10,719
7 8
9
10 11