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
251
$471K 0.04%
22,371
-453
252
$451K 0.03%
9,129
253
$444K 0.03%
5,261
-128
254
$443K 0.03%
1,756
+39
255
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3,478
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256
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1,768
-77
257
$442K 0.03%
3,524
-1,335
258
$440K 0.03%
4,300
-50
259
$440K 0.03%
2,560
260
$437K 0.03%
1,525
261
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7,511
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262
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3,400
263
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8,427
264
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2,166
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265
$411K 0.03%
2,365
266
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267
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13,065
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268
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269
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8,863
270
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271
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4,928
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272
$388K 0.03%
11,347
273
$385K 0.03%
1,433
274
$378K 0.03%
23,940
-650
275
$370K 0.03%
1,902
9 10
11
12 13