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
51
$6.81M 0.51%
90,689
-6,098
52
$6.7M 0.5%
61,720
-54,771
53
$6.65M 0.5%
16,001
+640
54
$6.57M 0.49%
159,288
+2,391
55
$6.49M 0.49%
29,116
+2,256
56
$6.21M 0.47%
52,508
-1,952
57
$6.2M 0.46%
60,184
-1,468
58
$6.12M 0.46%
49,660
-1,360
59
$6.08M 0.46%
28,592
-8,744
60
$6.04M 0.45%
29,435
-198
61
$5.93M 0.44%
54,707
-10,925
62
$5.84M 0.44%
41,800
+340
63
$5.82M 0.44%
117,381
-13,790
64
$5.65M 0.42%
27,953
-566
65
$5.56M 0.42%
20,353
+636
66
$5.4M 0.4%
9,140
-1,726
67
$5.3M 0.4%
21,938
+1,302
68
$5.28M 0.4%
53,318
-4,339
69
$5.19M 0.39%
33,966
-828
70
$5.01M 0.38%
60,530
-750
71
$4.99M 0.37%
19,017
-4,451
72
$4.96M 0.37%
11,242
+438
73
$4.95M 0.37%
16,417
-120
74
$4.92M 0.37%
35,892
-2,139
75
$4.58M 0.34%
18,330
+460
1 2
3
4 5