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
176
$521K 0.06%
25,375
-2,100
177
$520K 0.06%
13,450
178
$507K 0.06%
5,950
179
$503K 0.06%
14,540
-200
180
$500K 0.06%
9,250
-1,070
181
$497K 0.06%
3,274
-90
182
$486K 0.05%
+60,350
183
$481K 0.05%
18,747
+8,315
184
$470K 0.05%
3,946
-79
185
$461K 0.05%
4,157
186
$460K 0.05%
13,830
-240
187
$459K 0.05%
+9,000
188
$446K 0.05%
7,110
189
$431K 0.05%
21,733
-1,700
190
$423K 0.05%
7,475
191
$409K 0.05%
4,712
192
$402K 0.04%
4,010
193
$392K 0.04%
5,601
194
$389K 0.04%
1,794
195
$388K 0.04%
3,220
196
$385K 0.04%
8,529
-400
197
$375K 0.04%
2,711
198
$375K 0.04%
10,583
-673
199
$373K 0.04%
11,655
-2,450
200
$371K 0.04%
11,028
6 7
8
9 10