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
276
$367K 0.03%
2,675
277
$363K 0.03%
3,000
278
$352K 0.03%
4,748
-2,904
279
$352K 0.03%
+56,000
280
$345K 0.03%
3,187
+710
281
$344K 0.03%
1,312
-26
282
$344K 0.03%
3,160
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283
$338K 0.03%
1,467
-64
284
$335K 0.03%
25,240
-103
285
$335K 0.03%
1,891
-168
286
$334K 0.03%
3,948
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287
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4,685
-1,311
288
$325K 0.02%
9,000
289
$320K 0.02%
6,370
-699
290
$312K 0.02%
8,008
-5
291
$304K 0.02%
6,900
+1,322
292
$304K 0.02%
4,230
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293
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712
-26
294
$297K 0.02%
2,080
295
$288K 0.02%
1,840
-216
296
$281K 0.02%
809
-12
297
$267K 0.02%
262
-25
298
$264K 0.02%
4,563
+35
299
$264K 0.02%
+7,120
300
$262K 0.02%
7,951
10 11
12
13 14