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
151
$1.82M 0.14%
13,708
-232
152
$1.8M 0.13%
17,751
+1,516
153
$1.8M 0.13%
23,881
-2,000
154
$1.76M 0.13%
23,234
-499
155
$1.76M 0.13%
20,613
-1,275
156
$1.73M 0.13%
9,255
-175
157
$1.72M 0.13%
29,790
-870
158
$1.71M 0.13%
40,108
159
$1.71M 0.13%
29,828
-1,897
160
$1.69M 0.13%
23,466
+3,426
161
$1.69M 0.13%
12,225
-145
162
$1.65M 0.12%
22,201
-196
163
$1.63M 0.12%
12,931
+4,018
164
$1.59M 0.12%
13,726
+1,551
165
$1.56M 0.12%
21,199
-3,054
166
$1.56M 0.12%
23,788
-455
167
$1.54M 0.12%
11,828
+1,690
168
$1.48M 0.11%
21,898
-936
169
$1.46M 0.11%
18,680
-550
170
$1.44M 0.11%
20,502
+7,438
171
$1.44M 0.11%
+3,707
172
$1.43M 0.11%
13,918
-9,183
173
$1.42M 0.11%
4,958
-161
174
$1.41M 0.11%
31,838
-35
175
$1.41M 0.11%
4,951
+296
5 6
7
8 9