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
76
$4.53M 0.34%
18,024
+773
77
$4.45M 0.33%
60,870
-9,437
78
$4.39M 0.33%
13,296
+1,244
79
$4.38M 0.33%
20,650
+1,746
80
$4.38M 0.33%
23,658
-134
81
$4.24M 0.32%
8,319
+4,197
82
$4.22M 0.32%
18,982
-2,737
83
$4.11M 0.31%
229,956
-45,379
84
$4.03M 0.3%
46,681
+184
85
$4M 0.3%
6,937
+365
86
$3.94M 0.3%
38,308
-1,038
87
$3.92M 0.29%
9,421
-125
88
$3.78M 0.28%
37,928
+1,600
89
$3.72M 0.28%
20,255
+1,733
90
$3.68M 0.28%
18,910
+1,173
91
$3.58M 0.27%
20,330
+4,090
92
$3.58M 0.27%
16,043
+5,063
93
$3.57M 0.27%
23,866
-892
94
$3.49M 0.26%
22,435
+1,725
95
$3.4M 0.25%
14,941
-1,031
96
$3.37M 0.25%
87,848
-1,399
97
$3.34M 0.25%
14,025
+756
98
$3.27M 0.25%
33,810
+9,959
99
$3.21M 0.24%
46,627
-1,399
100
$3.12M 0.23%
31,239
-66
2 3
4
5 6