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
326
$285K 0.03%
4,620
-30
327
$284K 0.03%
5,574
+1,078
328
$284K 0.03%
4,004
-155
329
$284K 0.03%
4,000
330
$280K 0.03%
1,985
+455
331
$278K 0.03%
6,482
+27
332
$276K 0.03%
9,121
-9,484
333
$276K 0.03%
2,337
-45
334
$273K 0.03%
+771
335
$272K 0.03%
3,012
-561
336
$266K 0.03%
1,830
+365
337
$263K 0.03%
15,448
+367
338
$261K 0.03%
14,948
339
$261K 0.03%
3,916
-34
340
$260K 0.03%
2,569
-1,908
341
$258K 0.03%
1,896
-27
342
$250K 0.02%
+10,510
343
$248K 0.02%
4,288
344
$248K 0.02%
+5,288
345
$244K 0.02%
10,811
-5,783
346
$244K 0.02%
3,585
-46
347
$239K 0.02%
+9,670
348
$239K 0.02%
+308
349
$235K 0.02%
3,485
-509
350
$234K 0.02%
10,692
-1,188
12 13
14
15 16