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
176
$1.4M 0.1%
26,219
-963
177
$1.39M 0.1%
26,531
-100
178
$1.39M 0.1%
9,145
-379
179
$1.36M 0.1%
14,498
-152
180
$1.33M 0.1%
19,341
+1,318
181
$1.33M 0.1%
8,197
-300
182
$1.32M 0.1%
5,474
+526
183
$1.31M 0.1%
22,125
+7,650
184
$1.3M 0.1%
10,433
+1,092
185
$1.28M 0.1%
33,362
-4,869
186
$1.25M 0.09%
26,222
-12,431
187
$1.24M 0.09%
1,621
-426
188
$1.23M 0.09%
19,927
189
$1.22M 0.09%
32,052
+6,880
190
$1.19M 0.09%
20,959
191
$1.18M 0.09%
8,949
192
$1.18M 0.09%
15,681
-75
193
$1.16M 0.09%
18,675
194
$1.16M 0.09%
2,457
-27
195
$1.15M 0.09%
33,719
-6,427
196
$1.15M 0.09%
14,450
+180
197
$1.14M 0.09%
24,796
-741
198
$1.14M 0.09%
4,027
199
$1.14M 0.09%
9,472
200
$1.12M 0.08%
12,296
6 7
8
9 10