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
101
$2.24M 0.22%
31,855
+1,507
102
$2.21M 0.22%
10,681
-179
103
$2.19M 0.22%
23,067
+649
104
$2.19M 0.22%
13,637
-815
105
$2.16M 0.21%
78,462
+1,519
106
$2.13M 0.21%
13,150
-355
107
$2.11M 0.21%
52,060
+300
108
$2.1M 0.21%
27,488
+117
109
$2.08M 0.2%
13,011
+1,885
110
$2.07M 0.2%
9,230
-474
111
$2.03M 0.2%
14,257
-115
112
$2.01M 0.2%
59,605
-173
113
$1.96M 0.19%
+48,000
114
$1.95M 0.19%
12,961
-57
115
$1.94M 0.19%
31,252
-119
116
$1.91M 0.19%
21,362
+21,186
117
$1.9M 0.19%
19,722
-503
118
$1.88M 0.19%
11,258
+65
119
$1.86M 0.18%
5,368
+141
120
$1.84M 0.18%
6,921
-65
121
$1.8M 0.18%
22,103
-447
122
$1.65M 0.16%
8,163
-400
123
$1.64M 0.16%
10,888
+3,614
124
$1.64M 0.16%
20,901
+221
125
$1.61M 0.16%
6,601
+11
3 4
5
6 7