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
176
$1.15M 0.09%
8,444
-1,941
177
$1.13M 0.09%
23,229
-75
178
$1.13M 0.08%
15,331
+4,766
179
$1.13M 0.08%
12,297
-1,261
180
$1.11M 0.08%
13,954
-800
181
$1.11M 0.08%
5,494
182
$1.1M 0.08%
62,464
-4,651
183
$1.08M 0.08%
8,870
+2,242
184
$1.06M 0.08%
12,906
185
$1M 0.08%
7,623
186
$965K 0.07%
12,583
-2,995
187
$953K 0.07%
3,660
+22
188
$947K 0.07%
7,405
+884
189
$941K 0.07%
9,724
+12
190
$928K 0.07%
7,380
191
$907K 0.07%
18,433
-800
192
$900K 0.07%
3,296
-6
193
$895K 0.07%
22,653
-167
194
$886K 0.07%
10,485
-1,380
195
$875K 0.07%
3,230
-50
196
$858K 0.06%
12,690
-300
197
$829K 0.06%
3,397
-75
198
$811K 0.06%
3,183
-33
199
$797K 0.06%
4,031
200
$795K 0.06%
9,124
+598
6 7
8
9 10