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
151
$1.64M 0.12%
8,252
+675
152
$1.63M 0.12%
9,755
-72
153
$1.57M 0.12%
9,282
-255
154
$1.56M 0.12%
12,043
-302
155
$1.55M 0.12%
12,617
-643
156
$1.53M 0.11%
18,180
-11
157
$1.52M 0.11%
2,741
-3
158
$1.5M 0.11%
8,697
-184
159
$1.5M 0.11%
6,566
-1,139
160
$1.49M 0.11%
11,248
+707
161
$1.48M 0.11%
28,658
-5,057
162
$1.48M 0.11%
5,907
-1,194
163
$1.47M 0.11%
26,846
-3,034
164
$1.47M 0.11%
16,312
-331
165
$1.41M 0.11%
22,805
-590
166
$1.38M 0.1%
37,330
+5,735
167
$1.36M 0.1%
6,597
168
$1.35M 0.1%
32,168
-200
169
$1.33M 0.1%
18,176
-800
170
$1.33M 0.1%
7,292
-333
171
$1.29M 0.1%
20,103
-430
172
$1.29M 0.1%
19,035
-375
173
$1.26M 0.09%
4,869
-310
174
$1.19M 0.09%
8,201
175
$1.17M 0.09%
16,725
-341
5 6
7
8 9