SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.3M
3
+$2.75M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.24M
5
QCRH icon
QCR Holdings
QCRH
+$1.96M

Top Sells

1
+$1.28B
2
+$153M
3
+$8.95M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.65M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.2M

Sector Composition

1 Financials 14.1%
2 Consumer Discretionary 9.7%
3 Technology 7.42%
4 Healthcare 6.54%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$618K 0.06%
6,275
-70
227
$612K 0.06%
30,425
-175
228
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20,820
-88
229
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230
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3,794
-958,490
231
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6,109
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232
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10,644
-6,809
233
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25,080
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234
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12,374
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235
$589K 0.06%
13,400
236
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8,876
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237
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3,325
-1,000
238
$581K 0.06%
2,839
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239
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14,541
-390
240
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241
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243
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244
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14,296
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245
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4,418
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246
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10,000
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247
$559K 0.06%
15,000
248
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9,990
+1,190
249
$556K 0.05%
12,894
+2,022
250
$555K 0.05%
6,006
-1,153
8 9
10
11 12