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
51
$2.98M 0.33%
29,217
-1,142
52
$2.89M 0.32%
36,738
+1,228
53
$2.88M 0.32%
229,167
+11,939
54
$2.88M 0.32%
19,889
+4,025
55
$2.84M 0.32%
141,365
+3,398
56
$2.82M 0.31%
22,794
-415
57
$2.81M 0.31%
37,134
+316
58
$2.77M 0.31%
72,063
+1,233
59
$2.65M 0.29%
12,586
+200
60
$2.65M 0.29%
33,429
-725
61
$2.62M 0.29%
38,459
+1,562
62
$2.53M 0.28%
40,908
+1,273
63
$2.49M 0.28%
25,446
-53
64
$2.44M 0.27%
59,551
-994
65
$2.39M 0.27%
77,774
+126
66
$2.38M 0.26%
22,118
-385
67
$2.34M 0.26%
98,004
+5,464
68
$2.32M 0.26%
85,445
-2,822
69
$2.31M 0.26%
53,220
+496
70
$2.26M 0.25%
32,286
-367
71
$2.22M 0.25%
38,759
-166
72
$2.19M 0.24%
18,902
-354
73
$2.17M 0.24%
17,008
+75
74
$2.16M 0.24%
27,767
+300
75
$2.14M 0.24%
21,042
-435
1 2
3
4 5