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
$1.02B
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
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
51
$4.31M 0.42%
129,361
-4,625
52
$4.25M 0.42%
14,530
+1,447
53
$4.23M 0.42%
22,092
-1,110
54
$4.11M 0.4%
19,825
-248
55
$3.98M 0.39%
52,856
+1,903
56
$3.92M 0.39%
76,028
+56
57
$3.9M 0.38%
131,157
-1,909
58
$3.88M 0.38%
63,638
+2,241
59
$3.68M 0.36%
32,061
-1,164
60
$3.36M 0.33%
63,900
+1,646
61
$3.25M 0.32%
44,322
-3,811
62
$3.2M 0.32%
28,341
-193
63
$3.17M 0.31%
27,153
+1,124
64
$3.15M 0.31%
31,578
+3,483
65
$3.14M 0.31%
68,440
-1,107
66
$3.1M 0.31%
19,256
-7,382
67
$3.1M 0.3%
18,830
-6,178
68
$3.09M 0.3%
63,784
-5,080
69
$3.06M 0.3%
51,508
+789
70
$3.05M 0.3%
57,704
-1,210
71
$3.03M 0.3%
19,880
-21,584
72
$3.02M 0.3%
47,539
-889
73
$2.99M 0.29%
35,288
+3,494
74
$2.95M 0.29%
48,900
+860
75
$2.92M 0.29%
17,956
-6,936
1 2
3
4 5