SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
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
State Street 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
26
$8.51M 0.84%
271,833
+3,876
27
$8.46M 0.83%
69,192
+1,780
28
$8.06M 0.79%
88,972
+2,157
29
$7.92M 0.78%
234,100
+27,219
30
$7.38M 0.73%
53,398
+3,440
31
$7.36M 0.72%
91,164
-10,684
32
$7.35M 0.72%
19,767
+863
33
$7.19M 0.71%
64,279
-2,257
34
$7.07M 0.7%
149,591
+1,134
35
$6.5M 0.64%
220,490
+5,104
36
$5.88M 0.58%
31,678
+2,310
37
$5.85M 0.58%
52,869
-211
38
$5.84M 0.58%
27,267
-907
39
$5.8M 0.57%
35,641
+4,731
40
$5.67M 0.56%
153,804
-1,649
41
$5.53M 0.54%
32,815
+556
42
$5.4M 0.53%
57,098
-903
43
$5.37M 0.53%
47,284
-469
44
$5.33M 0.53%
64,042
+2,080
45
$5.22M 0.51%
59,359
-2,785
46
$5.05M 0.5%
57,270
+89
47
$4.93M 0.49%
28,951
+92
48
$4.83M 0.48%
200,436
-2,733
49
$4.53M 0.45%
16,761
-2,466
50
$4.48M 0.44%
14
+7
1
2
3 4 5