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
151
$728K 0.08%
10,729
152
$722K 0.08%
30,101
-450
153
$712K 0.08%
6,646
-834
154
$704K 0.08%
7,356
-547
155
$693K 0.08%
5,312
156
$691K 0.08%
20,536
-225
157
$685K 0.08%
6,576
+856
158
$664K 0.07%
15,767
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159
$656K 0.07%
9,903
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160
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17,935
-1,200
161
$609K 0.07%
16,366
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162
$605K 0.07%
9,472
163
$604K 0.07%
+1,120
164
$582K 0.06%
19,463
+2,532
165
$579K 0.06%
8,676
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166
$576K 0.06%
98,610
167
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8,805
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168
$569K 0.06%
7,418
169
$567K 0.06%
9,498
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170
$559K 0.06%
13,565
-1,390
171
$557K 0.06%
4,768
-41
172
$549K 0.06%
11,189
173
$547K 0.06%
6,568
-360
174
$541K 0.06%
4,563
175
$527K 0.06%
13,565
+283
5 6
7
8 9