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
201
$895K 0.08%
8,518
-121
202
$889K 0.08%
21,764
+17,232
203
$860K 0.08%
9,146
-326
204
$846K 0.07%
5,502
-7,362
205
$844K 0.07%
7,387
206
$842K 0.07%
14,460
+100
207
$837K 0.07%
14,761
-920
208
$834K 0.07%
3,538
-175
209
$821K 0.07%
11,756
-1,970
210
$820K 0.07%
3,391
+230
211
$818K 0.07%
2
212
$811K 0.07%
2,709
213
$798K 0.07%
3,730
-1,221
214
$769K 0.07%
7,728
-150
215
$767K 0.07%
8,703
-1,128
216
$766K 0.07%
8,065
+1,632
217
$741K 0.06%
4,135
+843
218
$740K 0.06%
25,470
219
$738K 0.06%
8,073
+226
220
$736K 0.06%
1,539
+8
221
$728K 0.06%
6,188
-398
222
$721K 0.06%
14,850
-1,120
223
$715K 0.06%
24,043
-57,330
224
$689K 0.06%
17,614
-2,408
225
$676K 0.06%
13,376
-881
7 8
9
10 11