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
126
$2.43M 0.18%
9,706
-1,415
127
$2.37M 0.18%
87,860
+35,016
128
$2.33M 0.17%
43,916
+1,796
129
$2.29M 0.17%
55,360
-1,309
130
$2.27M 0.17%
12,864
+1,030
131
$2.27M 0.17%
37,488
-7,806
132
$2.25M 0.17%
11,944
-725
133
$2.24M 0.17%
6,271
-875
134
$2.2M 0.17%
16,684
-355
135
$2.19M 0.16%
9,630
-330
136
$2.14M 0.16%
911
+121
137
$2.08M 0.16%
39,738
+2,782
138
$2.06M 0.15%
23,417
-574
139
$2.04M 0.15%
16,717
+427
140
$2.03M 0.15%
25,587
-3,760
141
$2.01M 0.15%
9,384
-2,439
142
$2M 0.15%
15,664
+2,768
143
$1.97M 0.15%
20,056
-200
144
$1.94M 0.14%
36,901
+2,743
145
$1.93M 0.14%
12,960
+146
146
$1.88M 0.14%
27,278
+6,215
147
$1.87M 0.14%
13,688
-3,987
148
$1.86M 0.14%
8,667
-586
149
$1.86M 0.14%
24,317
+2,677
150
$1.85M 0.14%
4,932
+1,629
4 5
6
7 8