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
101
$3.12M 0.23%
42,566
-4,418
102
$3.11M 0.23%
32,968
+2,832
103
$3.11M 0.23%
857
-9
104
$3.08M 0.23%
15,584
+324
105
$3.05M 0.23%
29,319
-2,657
106
$3.05M 0.23%
70,281
+7,169
107
$3.02M 0.23%
51,472
+3,983
108
$2.93M 0.22%
15,255
-190
109
$2.83M 0.21%
30,428
+1,159
110
$2.82M 0.21%
14,775
-678
111
$2.8M 0.21%
4,812
-325
112
$2.8M 0.21%
5,805
-12
113
$2.68M 0.2%
26,530
+6,600
114
$2.64M 0.2%
24,148
-960
115
$2.6M 0.2%
4,633
+377
116
$2.5M 0.19%
10,606
-334
117
$2.49M 0.19%
36,429
+5,765
118
$2.47M 0.19%
21,804
-40
119
$2.47M 0.19%
45,492
-214
120
$2.46M 0.19%
7,877
-242
121
$2.46M 0.18%
15,759
-778
122
$2.45M 0.18%
55,396
-813
123
$2.44M 0.18%
12,320
-10
124
$2.39M 0.18%
45,294
+220
125
$2.34M 0.18%
15,080
+542
3 4
5
6 7