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
101
$3.12M 0.23%
14,070
-123
102
$3.01M 0.23%
41,568
+3,289
103
$2.99M 0.22%
9,351
-135
104
$2.99M 0.22%
8,159
-781
105
$2.99M 0.22%
29,812
-806
106
$2.97M 0.22%
23,150
+1,542
107
$2.95M 0.22%
13,904
-412
108
$2.93M 0.22%
15,292
-232
109
$2.9M 0.22%
99,997
+11,245
110
$2.89M 0.22%
25,902
+1,291
111
$2.87M 0.21%
101,379
+10,933
112
$2.85M 0.21%
81,003
-32,096
113
$2.79M 0.21%
36,757
+542
114
$2.76M 0.21%
30,839
-718
115
$2.73M 0.2%
11,032
-860
116
$2.67M 0.2%
45,654
-132
117
$2.65M 0.2%
34,061
-873
118
$2.63M 0.2%
10,582
-310
119
$2.58M 0.19%
30,394
-764
120
$2.56M 0.19%
21,749
+800
121
$2.53M 0.19%
28,267
-530
122
$2.49M 0.19%
41,962
+166
123
$2.47M 0.19%
114,795
+17,776
124
$2.45M 0.18%
81,373
-4,031
125
$2.44M 0.18%
7,244
-75
3 4
5
6 7