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
$899M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$1.71M
3
+$852K
4
WFC icon
Wells Fargo
WFC
+$743K
5
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$604K

Top Sells

1
+$9.47M
2
+$2.31M
3
+$1.99M
4
SFNC icon
Simmons First National
SFNC
+$1.38M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.18M

Sector Composition

1 Technology 14.34%
2 Financials 12.97%
3 Consumer Discretionary 8.56%
4 Healthcare 4.64%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$267K 0.03%
10,835
-1,200
227
$261K 0.03%
2,412
228
$259K 0.03%
3,634
-490
229
$258K 0.03%
9,308
-50
230
$253K 0.03%
2,200
231
$251K 0.03%
5,509
+50
232
$244K 0.03%
6,853
-800
233
$243K 0.03%
12,675
-1,650
234
$240K 0.03%
7,366
+444
235
$237K 0.03%
+6,883
236
$235K 0.03%
+6,550
237
$234K 0.03%
1,905
-76
238
$202K 0.02%
+3,048
239
$202K 0.02%
+2,748
240
$201K 0.02%
+1,093
241
$195K 0.02%
14,438
242
$185K 0.02%
8,281
-2,248
243
$183K 0.02%
7,156
244
$176K 0.02%
+10,824
245
$163K 0.02%
19,183
246
$142K 0.02%
11,892
-130
247
$126K 0.01%
10,000
-4,000
248
$79K 0.01%
15,570
249
$58K 0.01%
+10,200
250
$58K 0.01%
+550
7 8 9
10
11