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
76
$2.12M 0.24%
52,657
-499
77
$2.12M 0.24%
27,986
-757
78
$2.1M 0.23%
25,562
+1,560
79
$2.05M 0.23%
29,783
-65
80
$2.03M 0.23%
20,586
+20
81
$1.97M 0.22%
39,200
-2,100
82
$1.95M 0.22%
7,856
+51
83
$1.94M 0.22%
23,205
+1,160
84
$1.91M 0.21%
29,973
-701
85
$1.9M 0.21%
12,110
+157
86
$1.82M 0.2%
41,742
-5,501
87
$1.77M 0.2%
33,104
-753
88
$1.75M 0.2%
24,444
+266
89
$1.75M 0.19%
68,772
-1,428
90
$1.74M 0.19%
8
91
$1.73M 0.19%
15,417
-160
92
$1.73M 0.19%
16,157
-3,752
93
$1.7M 0.19%
31,462
-906
94
$1.69M 0.19%
61,150
-919
95
$1.63M 0.18%
16,995
96
$1.62M 0.18%
51,645
+4,348
97
$1.61M 0.18%
18,733
+321
98
$1.59M 0.18%
28,919
+155
99
$1.58M 0.18%
21,535
-891
100
$1.58M 0.18%
12,487
-253
2 3
4
5 6