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
76
$4.48M 0.34%
6,415
+510
77
$4.48M 0.34%
108,942
-10,243
78
$4.45M 0.33%
9,587
+540
79
$4.39M 0.33%
46,705
+335
80
$4.27M 0.32%
28,074
-2,624
81
$4.27M 0.32%
17,616
-2,610
82
$4.26M 0.32%
25,994
+3,296
83
$4.22M 0.32%
24,940
-386
84
$4.15M 0.31%
57,864
+2,345
85
$4.1M 0.31%
41,870
-5,716
86
$3.86M 0.29%
28,055
+223
87
$3.85M 0.29%
50,401
+1,922
88
$3.72M 0.28%
17,290
+800
89
$3.69M 0.28%
45,144
+2,285
90
$3.66M 0.27%
38,288
+2,296
91
$3.6M 0.27%
62,175
+545
92
$3.52M 0.26%
126,411
+5,979
93
$3.52M 0.26%
10,150
+4,540
94
$3.49M 0.26%
15,281
-463
95
$3.48M 0.26%
12,458
+342
96
$3.45M 0.26%
27,097
+1,016
97
$3.31M 0.25%
6,322
-330
98
$3.13M 0.24%
11,109
-370
99
$3.13M 0.24%
32,374
+567
100
$3.12M 0.23%
32,038
-1,740
2 3
4
5 6