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
$1.02B
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
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
251
$554K 0.05%
1,870
+150
252
$552K 0.05%
4,846
-43
253
$550K 0.05%
40,055
+300
254
$544K 0.05%
12,922
+604
255
$541K 0.05%
25,455
-6,075
256
$530K 0.05%
7,705
257
$514K 0.05%
7,800
258
$512K 0.05%
6,225
+375
259
$512K 0.05%
6,987
-10,389
260
$504K 0.05%
21,631
+6,806
261
$500K 0.05%
+8,032
262
$486K 0.05%
7,582
-5,061
263
$470K 0.05%
14,196
+2,168
264
$465K 0.05%
1,827
+289
265
$459K 0.05%
+9,500
266
$453K 0.04%
12,185
-2,169
267
$448K 0.04%
2,433
+6
268
$441K 0.04%
4,530
+275
269
$438K 0.04%
2,751
+1,106
270
$427K 0.04%
4,955
-542
271
$426K 0.04%
8,480
+780
272
$424K 0.04%
19,544
+8,940
273
$422K 0.04%
3,015
-169
274
$414K 0.04%
26,410
-480
275
$414K 0.04%
+10,081
9 10
11
12 13