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
126
$2.29M 0.17%
8,794
-7
127
$2.29M 0.17%
33,749
+10,615
128
$2.27M 0.17%
23,391
+378
129
$2.24M 0.17%
16,930
-110
130
$2.23M 0.17%
33,954
+4,194
131
$2.21M 0.17%
38,373
+3,911
132
$2.19M 0.16%
71,166
+322
133
$2.17M 0.16%
11,260
-373
134
$2.16M 0.16%
13,863
+4,317
135
$2.11M 0.16%
31,488
-355
136
$2.09M 0.16%
+53,010
137
$2.08M 0.16%
8,004
-89
138
$2.08M 0.16%
11,804
+9,380
139
$2.06M 0.16%
44,696
-3,071
140
$2.04M 0.15%
3,329
+396
141
$2.02M 0.15%
30,136
+1,306
142
$1.98M 0.15%
45,315
+1,607
143
$1.95M 0.15%
11,521
+2,762
144
$1.94M 0.15%
6,868
-17
145
$1.9M 0.14%
6,600
-120
146
$1.82M 0.14%
17,943
-1,944
147
$1.81M 0.14%
18,996
-487
148
$1.79M 0.13%
39,350
149
$1.75M 0.13%
20,247
+426
150
$1.72M 0.13%
38,390
-33
4 5
6
7 8