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
$1.33B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.68M
3
+$1.65M
4
ACN icon
Accenture
ACN
+$1.57M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Top Sells

1
+$7.04M
2
+$4.49M
3
+$2.52M
4
PFE icon
Pfizer
PFE
+$2.41M
5
SFNC icon
Simmons First National
SFNC
+$2.05M

Sector Composition

1 Technology 14.52%
2 Consumer Discretionary 14.11%
3 Financials 9.14%
4 Healthcare 7.4%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.9%
73,582
+3,435
27
$11.9M 0.89%
65,084
-574
28
$11.8M 0.89%
30,853
-284
29
$11.8M 0.89%
56,109
+4,582
30
$11.7M 0.88%
88,816
-960
31
$10.8M 0.81%
25,590
+160
32
$10.2M 0.77%
244,320
-3,880
33
$9.66M 0.73%
254,672
+19,892
34
$9.58M 0.72%
59,034
-601
35
$9.56M 0.72%
31,750
+825
36
$9.3M 0.7%
116,474
-1,744
37
$9M 0.68%
164,191
-1,250
38
$8.92M 0.67%
67,949
-777
39
$8.64M 0.65%
11,799
+456
40
$8.47M 0.64%
20,631
+986
41
$8.36M 0.63%
15,910
+90
42
$8.24M 0.62%
165,141
-1,139
43
$8.22M 0.62%
134,391
-3,202
44
$7.67M 0.58%
31,998
-3,846
45
$7.28M 0.55%
17,422
+1,090
46
$7.17M 0.54%
112,188
+6,841
47
$6.84M 0.51%
163,011
+6,492
48
$6.84M 0.51%
19,862
+109
49
$6.71M 0.5%
23,592
+708
50
$6.53M 0.49%
40,085
+299
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