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
276
$413K 0.04%
2,200
277
$404K 0.04%
+12,251
278
$402K 0.04%
+3,003
279
$400K 0.04%
4,994
+391
280
$389K 0.04%
3,000
-290
281
$385K 0.04%
2,275
+65
282
$385K 0.04%
2,881
+95
283
$382K 0.04%
11,028
284
$381K 0.04%
6,395
-93
285
$379K 0.04%
7,525
+25
286
$377K 0.04%
11,090
-58
287
$377K 0.04%
10,659
-94
288
$374K 0.04%
1,045
-15
289
$374K 0.04%
13,647
-650
290
$373K 0.04%
4,464
-30
291
$371K 0.04%
4,973
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292
$369K 0.04%
4,300
293
$358K 0.04%
3,220
294
$357K 0.04%
+6,275
295
$354K 0.03%
4,060
296
$353K 0.03%
5,090
297
$349K 0.03%
3,560
-350
298
$349K 0.03%
3,318
+80
299
$349K 0.03%
+10,823
300
$348K 0.03%
2,886
-17
10 11
12
13 14