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
201
$732K 0.07%
6,704
-26
202
$731K 0.07%
15,370
+128
203
$730K 0.07%
4,675
-100
204
$730K 0.07%
9,750
-425
205
$724K 0.07%
11,449
+417
206
$723K 0.07%
30,905
-614
207
$717K 0.07%
4,575
-1,562
208
$710K 0.07%
33,474
+14,958
209
$709K 0.07%
10,061
+834
210
$691K 0.07%
3,103
-679
211
$678K 0.07%
17,867
-1,352
212
$677K 0.07%
8,947
+1,888
213
$673K 0.07%
14,344
-352
214
$667K 0.07%
9,153
-1,110
215
$665K 0.07%
15,855
-263
216
$659K 0.06%
11,964
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217
$658K 0.06%
35,872
+8,395
218
$652K 0.06%
6,464
219
$652K 0.06%
4,415
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220
$646K 0.06%
8,785
-600
221
$641K 0.06%
46,004
-6,154
222
$634K 0.06%
10,929
-300
223
$633K 0.06%
+4,355
224
$629K 0.06%
7,144
+2,338
225
$625K 0.06%
8,114
+1,500
7 8
9
10 11