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
301
$342K 0.03%
5,906
-4,531
302
$337K 0.03%
3,000
303
$336K 0.03%
1,606
-25
304
$336K 0.03%
4,010
-6,319
305
$335K 0.03%
1,698
-528
306
$333K 0.02%
8,246
-55,428
307
$333K 0.02%
2,110
-1,000
308
$329K 0.02%
+4,020
309
$328K 0.02%
6,274
-28
310
$310K 0.02%
3,996
-65
311
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3,625
-254
312
$308K 0.02%
4,902
-109
313
$306K 0.02%
3,262
314
$306K 0.02%
1,522
-56
315
$306K 0.02%
1,577
316
$305K 0.02%
15,748
-3,620
317
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318
$303K 0.02%
9,655
-18,235
319
$302K 0.02%
1,717
320
$300K 0.02%
2,165
321
$297K 0.02%
1,000
+275
322
$293K 0.02%
11,130
-4,290
323
$291K 0.02%
5,126
-2,031
324
$290K 0.02%
1,608
-455
325
$283K 0.02%
7,400
-255
11 12
13
14 15