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
326
$280K 0.02%
7,576
-2,800
327
$279K 0.02%
9,575
+2,025
328
$278K 0.02%
8,735
329
$278K 0.02%
9,284
-275
330
$277K 0.02%
5,540
331
$276K 0.02%
900
-38
332
$272K 0.02%
2,560
333
$269K 0.02%
12,541
+2,500
334
$258K 0.02%
11,710
335
$257K 0.02%
22,371
-119
336
$257K 0.02%
761
-3
337
$251K 0.02%
4,840
338
$249K 0.02%
1,880
339
$246K 0.02%
1,407
-187
340
$238K 0.02%
13,984
-2,447
341
$236K 0.02%
12,500
342
$235K 0.02%
6,995
-25
343
$230K 0.02%
4,523
344
$230K 0.02%
5,675
345
$228K 0.02%
7,228
+188
346
$226K 0.02%
+2,817
347
$224K 0.02%
3,161
348
$222K 0.02%
3,715
-306
349
$219K 0.02%
9,700
350
$219K 0.02%
4,532
-1,603
12 13
14
15 16