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
351
$216K 0.02%
1,553
-8
352
$215K 0.02%
5,741
-236
353
$213K 0.02%
2,342
-75
354
$212K 0.02%
6,913
-6,063
355
$211K 0.02%
4,254
-100
356
$211K 0.02%
981
-4
357
$210K 0.02%
3,664
-2,082
358
$208K 0.02%
+640
359
$207K 0.02%
1,000
360
$207K 0.02%
933
-41
361
$175K 0.01%
10,750
362
$105K 0.01%
15,900
363
– –
-5,850
364
– –
-7,630
365
– –
-10,088
366
– –
-7,299
367
– –
-1,657
368
– –
-6,671
369
– –
-1,718
370
– –
-13,137
371
– –
-3,302
372
– –
-600
373
– –
-5,184
374
– –
-17,700
375
– –
-7,380
12 13 14
15
16