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
301
$260K 0.02%
+17,500
302
$253K 0.02%
4,431
-120
303
$251K 0.02%
1,228
304
$246K 0.02%
1,650
305
$246K 0.02%
5,717
306
$245K 0.02%
2,178
+13
307
$242K 0.02%
5,540
308
$238K 0.02%
1,939
-117
309
$238K 0.02%
+1,748
310
$235K 0.02%
6,556
+950
311
$233K 0.02%
9,500
312
$233K 0.02%
3,039
-3,421
313
$232K 0.02%
2,831
314
$232K 0.02%
4,267
+83
315
$231K 0.02%
+3,625
316
$229K 0.02%
12,500
317
$229K 0.02%
2,500
318
$228K 0.02%
+2,158
319
$227K 0.02%
373
-45
320
$226K 0.02%
4,183
321
$217K 0.02%
+14,400
322
$213K 0.02%
2,883
323
$211K 0.02%
5,471
-131
324
$204K 0.02%
+680
325
$203K 0.02%
+3,400
10 11 12
13
14