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
351
$234K 0.02%
3,858
-200
352
$232K 0.02%
+1,758
353
$232K 0.02%
1,830
354
$232K 0.02%
9,655
355
$231K 0.02%
+7,000
356
$221K 0.02%
3,638
-57
357
$218K 0.02%
1,995
358
$218K 0.02%
1,669
-30
359
$217K 0.02%
14,438
360
$208K 0.02%
18,785
+310
361
$207K 0.02%
4,140
-300
362
$206K 0.02%
+9,699
363
$205K 0.02%
+3,162
364
$204K 0.02%
+4,125
365
$204K 0.02%
6,550
366
$202K 0.02%
+2,150
367
$201K 0.02%
9,889
-37
368
$161K 0.02%
7,048
-2,025
369
$123K 0.01%
11,087
-600
370
– –
-2,645
371
– –
-28,445
372
– –
-114,465
373
– –
-25,848
374
– –
-9,935
375
– –
-20,696
12 13 14
15
16