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
$1.33B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.68M
3
+$1.65M
4
ACN icon
Accenture
ACN
+$1.57M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Top Sells

1
+$7.04M
2
+$4.49M
3
+$2.52M
4
PFE icon
Pfizer
PFE
+$2.41M
5
SFNC icon
Simmons First National
SFNC
+$2.05M

Sector Composition

1 Technology 14.52%
2 Consumer Discretionary 14.11%
3 Financials 9.14%
4 Healthcare 7.4%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$570K 0.04%
11,582
-1,376
227
$569K 0.04%
4,354
228
$565K 0.04%
4,648
+12
229
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674
-21
230
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10,711
231
$551K 0.04%
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-84
232
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2,544
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233
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234
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235
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236
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237
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8,201
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238
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5,400
239
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3,013
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240
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6,920
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241
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242
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243
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244
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245
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246
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247
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248
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3,649
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249
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2,131
250
$473K 0.04%
5,079
+1,650
8 9
10
11 12