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
51
$6.48M 0.49%
8,329
+317
52
$6.41M 0.48%
43,364
+1,399
53
$6.39M 0.48%
50,873
-714
54
$6.19M 0.46%
24,778
+865
55
$6.17M 0.46%
143,818
+5,104
56
$6.11M 0.46%
49,915
+217
57
$6.02M 0.45%
67,090
-1,560
58
$5.99M 0.45%
37,853
+678
59
$5.96M 0.45%
13,110
+214
60
$5.91M 0.44%
14,812
-185
61
$5.72M 0.43%
32,860
+2,260
62
$5.64M 0.42%
41,725
-586
63
$5.63M 0.42%
22,086
-334
64
$5.6M 0.42%
64,991
+4,383
65
$5.52M 0.41%
43,801
+630
66
$5.42M 0.41%
18,384
-1,566
67
$5.29M 0.4%
190,712
-86,768
68
$5.27M 0.4%
10,645
-150
69
$5.04M 0.38%
24,551
+1,140
70
$4.97M 0.37%
27,011
-64
71
$4.74M 0.36%
112,536
+924
72
$4.67M 0.35%
41,077
-1,510
73
$4.66M 0.35%
36,032
-4,731
74
$4.6M 0.35%
18,711
-224
75
$4.52M 0.34%
15,052
-200
1 2
3
4 5