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
176
$884K 0.09%
18,938
-3,690
177
$876K 0.09%
5,146
-600
178
$872K 0.09%
7,872
-255
179
$872K 0.09%
9,176
-282
180
$862K 0.08%
8,674
+100
181
$853K 0.08%
24,980
-649
182
$853K 0.08%
9,385
-3,590
183
$846K 0.08%
4,686
184
$845K 0.08%
11,706
+3,720
185
$839K 0.08%
29,225
+4,158
186
$836K 0.08%
5,783
-108
187
$829K 0.08%
12,376
-40
188
$821K 0.08%
18,790
-7,391
189
$794K 0.08%
18,265
+440
190
$778K 0.08%
9,888
+713
191
$769K 0.08%
12,309
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192
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+5,973
193
$760K 0.07%
12,375
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194
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4,188
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195
$755K 0.07%
16,974
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196
$751K 0.07%
14,180
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197
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6,919
+27
198
$739K 0.07%
10,109
+468
199
$739K 0.07%
9,268
-63
200
$733K 0.07%
9,392
-180
6 7
8
9 10