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
26
$10.7M 0.8%
173,353
-2,840
27
$10.6M 0.79%
189,701
-4,467
28
$10.4M 0.78%
64,462
+1,102
29
$10.4M 0.78%
76,600
-10,013
30
$10.2M 0.77%
209,263
-4,258
31
$10.1M 0.76%
171,441
32
$9.65M 0.72%
54,433
+689
33
$9.41M 0.7%
61,611
-701
34
$9.39M 0.7%
59,083
-3,687
35
$9.34M 0.7%
20,502
+476
36
$9.31M 0.7%
113,481
-1,954
37
$9.08M 0.68%
332,910
+35,160
38
$8.88M 0.67%
29,684
-852
39
$8.59M 0.64%
24,337
+5,895
40
$8.38M 0.63%
56,740
-241
41
$8.04M 0.6%
94,894
-875
42
$7.75M 0.58%
152,081
-4,474
43
$7.5M 0.56%
166,046
+1,579
44
$7.46M 0.56%
25,935
-287
45
$7.21M 0.54%
67,340
+63,464
46
$7.1M 0.53%
15,641
-15
47
$6.98M 0.52%
26,831
+1,029
48
$6.88M 0.52%
51,154
-2,173
49
$6.87M 0.51%
186,389
-47,071
50
$6.84M 0.51%
49,846
-2,092
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