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
76
$2.86M 0.28%
309,043
+4,638
77
$2.82M 0.28%
19,315
+11,210
78
$2.79M 0.27%
20,002
+96
79
$2.78M 0.27%
66,348
-4,576
80
$2.74M 0.27%
38,049
-725
81
$2.71M 0.27%
14,464
-152
82
$2.69M 0.27%
45,080
-320
83
$2.69M 0.26%
68,118
-110
84
$2.68M 0.26%
23,771
+1,073
85
$2.62M 0.26%
21,515
-567
86
$2.57M 0.25%
36,314
+802
87
$2.51M 0.25%
19,308
+2,944
88
$2.47M 0.24%
32,074
-3,395
89
$2.44M 0.24%
44,072
-512
90
$2.44M 0.24%
14,577
+769
91
$2.42M 0.24%
31,312
-1,425
92
$2.37M 0.23%
33,025
+4,382
93
$2.36M 0.23%
28,743
+4,199
94
$2.32M 0.23%
38,542
-4,460
95
$2.3M 0.23%
33,758
-651
96
$2.29M 0.23%
41,592
-512
97
$2.29M 0.23%
13,009
+231
98
$2.27M 0.22%
15,099
+100
99
$2.25M 0.22%
19,178
+651
100
$2.25M 0.22%
28,063
-33,445
2 3
4
5 6