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
126
$1.11M 0.12%
20,001
-1,650
127
$1.11M 0.12%
7,621
+827
128
$1.09M 0.12%
12,454
-650
129
$1.07M 0.12%
15,024
-67
130
$1.06M 0.12%
18,869
+118
131
$1.06M 0.12%
16,676
132
$1.02M 0.11%
5,390
133
$1.02M 0.11%
10,488
-257
134
$979K 0.11%
24,915
+720
135
$961K 0.11%
22,860
136
$942K 0.1%
11,840
-640
137
$929K 0.1%
20,044
+658
138
$925K 0.1%
20,427
-750
139
$904K 0.1%
17,241
-699
140
$887K 0.1%
11,730
-180
141
$859K 0.1%
20,289
-721
142
$841K 0.09%
28,764
143
$825K 0.09%
13,838
144
$820K 0.09%
8,925
-347
145
$802K 0.09%
10,951
+140
146
$802K 0.09%
22,644
+10,014
147
$781K 0.09%
5,537
-51
148
$773K 0.09%
20,607
-839
149
$749K 0.08%
12,330
+90
150
$745K 0.08%
7,208
-60
4 5
6
7 8