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
101
$1.56M 0.17%
19,729
+121
102
$1.49M 0.17%
36,688
+350
103
$1.48M 0.16%
12,254
-400
104
$1.46M 0.16%
9,843
-525
105
$1.45M 0.16%
18,609
+214
106
$1.45M 0.16%
9,494
-130
107
$1.41M 0.16%
17,780
+2,560
108
$1.39M 0.15%
9,462
-299
109
$1.38M 0.15%
29,466
+8,866
110
$1.34M 0.15%
38,080
-1,340
111
$1.33M 0.15%
24,754
+562
112
$1.32M 0.15%
16,329
-570
113
$1.31M 0.15%
17,681
+64
114
$1.29M 0.14%
24,763
-150
115
$1.27M 0.14%
23,098
-610
116
$1.27M 0.14%
25,069
-21,424
117
$1.24M 0.14%
10,637
+71
118
$1.22M 0.14%
28,956
-63
119
$1.21M 0.13%
11,221
-185
120
$1.19M 0.13%
21,488
-50
121
$1.14M 0.13%
8,703
122
$1.14M 0.13%
23,057
-998
123
$1.13M 0.13%
35,563
-22,018
124
$1.13M 0.13%
43,376
-2,419
125
$1.12M 0.12%
9,935
-330
3 4
5
6 7