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
151
$1.23M 0.12%
26,434
-90
152
$1.23M 0.12%
13,400
+200
153
$1.22M 0.12%
15,813
+424
154
$1.19M 0.12%
30,890
+3,950
155
$1.19M 0.12%
29,431
-485
156
$1.18M 0.12%
13,118
157
$1.16M 0.11%
23,991
+570
158
$1.16M 0.11%
28,610
-1,420
159
$1.15M 0.11%
10,706
+240
160
$1.13M 0.11%
4,692
+35
161
$1.11M 0.11%
13,873
-1,400
162
$1.07M 0.11%
18,555
+1,569
163
$1.07M 0.11%
10,046
-1,104
164
$1.06M 0.1%
12,219
+674
165
$994K 0.1%
18,614
-161
166
$949K 0.09%
16,875
167
$948K 0.09%
29,361
-892
168
$946K 0.09%
10,877
169
$944K 0.09%
8,375
-295
170
$911K 0.09%
18,149
+240
171
$909K 0.09%
36,852
-747
172
$904K 0.09%
17,171
+1,461
173
$901K 0.09%
4,952
+14
174
$899K 0.09%
11,020
+368
175
$889K 0.09%
30,559
-844
5 6
7
8 9