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
$899M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$1.71M
3
+$852K
4
WFC icon
Wells Fargo
WFC
+$743K
5
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$604K

Top Sells

1
+$9.47M
2
+$2.31M
3
+$1.99M
4
SFNC icon
Simmons First National
SFNC
+$1.38M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.18M

Sector Composition

1 Technology 14.34%
2 Financials 12.97%
3 Consumer Discretionary 8.56%
4 Healthcare 4.64%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.27M 0.59%
43,451
-1,223
27
$5.08M 0.56%
112,037
+4,062
28
$5.07M 0.56%
36,849
-175
29
$5.05M 0.56%
98,738
-1,901
30
$4.55M 0.51%
51,665
-957
31
$4.37M 0.49%
70,393
-314
32
$4.34M 0.48%
50,913
+1,275
33
$4.24M 0.47%
50,126
+376
34
$4.23M 0.47%
89,449
+15,694
35
$4.19M 0.47%
122,053
+24,796
36
$4.17M 0.46%
41,188
-1,177
37
$3.98M 0.44%
37,805
+340
38
$3.87M 0.43%
39,725
+1,160
39
$3.77M 0.42%
42,349
-1,062
40
$3.74M 0.42%
102,157
+3,038
41
$3.69M 0.41%
24,463
+225
42
$3.66M 0.41%
52,405
+653
43
$3.65M 0.41%
56,527
+2
44
$3.57M 0.4%
31,054
-375
45
$3.56M 0.4%
99,440
-720
46
$3.54M 0.39%
33,779
+2,109
47
$3.4M 0.38%
63,313
+6,192
48
$3.23M 0.36%
24,825
-238
49
$3.19M 0.35%
240,094
-1,748
50
$3.09M 0.34%
27,046
-707
1
2
3 4 5