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
$1.34B
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.8M
3
+$4.28M
4
UNH icon
UnitedHealth
UNH
+$2.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.08M

Top Sells

1
+$6.34M
2
+$5.94M
3
+$4.45M
4
SFNC icon
Simmons First National
SFNC
+$4.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.67M

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 10.23%
3 Financials 9.81%
4 Healthcare 7.47%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$606K 0.05%
3,160
-155
252
$604K 0.05%
3,287
253
$602K 0.05%
2,250
-7
254
$601K 0.05%
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-521
255
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2,589
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256
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5,635
-50
257
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9,224
-208
258
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15,182
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259
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2,760
260
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9,803
261
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-7
262
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14,515
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263
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17,795
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264
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30,574
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265
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11,068
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266
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267
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268
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11,200
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269
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10,340
-2,465
270
$476K 0.04%
54,136
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271
$469K 0.04%
4,227
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272
$465K 0.03%
11,373
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273
$465K 0.03%
20,905
274
$460K 0.03%
7,200
275
$447K 0.03%
4,788
+13
9 10
11
12 13