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
201
$352K 0.04%
7,591
-43
202
$345K 0.04%
30,959
-3,460
203
$345K 0.04%
15,340
-1,600
204
$344K 0.04%
2,469
+70
205
$343K 0.04%
+4,110
206
$343K 0.04%
3,601
207
$338K 0.04%
3,966
-300
208
$336K 0.04%
3,810
+120
209
$335K 0.04%
38,580
+300
210
$335K 0.04%
7,430
-175
211
$335K 0.04%
9,850
-600
212
$327K 0.04%
7,217
-1,011
213
$325K 0.04%
9,760
-310
214
$320K 0.04%
12,578
+1,025
215
$317K 0.04%
6,580
+80
216
$303K 0.03%
8,008
-1,385
217
$293K 0.03%
10,647
-1,300
218
$290K 0.03%
5,354
219
$286K 0.03%
+3,394
220
$285K 0.03%
10,078
+503
221
$284K 0.03%
9,215
-955
222
$282K 0.03%
14,256
223
$277K 0.03%
11,070
-1,310
224
$271K 0.03%
4,640
225
$269K 0.03%
31,202
-4,350
7 8
9
10 11