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
126
$1.6M 0.16%
37,203
+8,543
127
$1.6M 0.16%
22,498
-53
128
$1.58M 0.16%
6,720
-2,511
129
$1.54M 0.15%
23,018
+1,633
130
$1.52M 0.15%
34,660
+4,207
131
$1.51M 0.15%
19,612
-2,469
132
$1.5M 0.15%
9,085
+240
133
$1.5M 0.15%
9,997
134
$1.48M 0.15%
21,183
-91
135
$1.46M 0.14%
13,083
-633
136
$1.45M 0.14%
26,955
+151
137
$1.45M 0.14%
12,377
+899
138
$1.43M 0.14%
18,886
+308
139
$1.37M 0.14%
+9,329
140
$1.35M 0.13%
24,968
-2,329
141
$1.31M 0.13%
30,128
-425
142
$1.29M 0.13%
27,818
+791
143
$1.29M 0.13%
14,740
+525
144
$1.29M 0.13%
19,233
+3,653
145
$1.27M 0.13%
12,482
-206
146
$1.26M 0.12%
17,180
+371
147
$1.26M 0.12%
40,602
+166
148
$1.26M 0.12%
25,170
+1,690
149
$1.25M 0.12%
12,724
-594
150
$1.24M 0.12%
8,825
-1,450
4 5
6
7 8