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
201
$1.12M 0.08%
3,292
+440
202
$1.09M 0.08%
16,284
-825
203
$1.08M 0.08%
11,940
+4,190
204
$1.07M 0.08%
3,743
-79
205
$1.06M 0.08%
2
206
$1.04M 0.08%
2,709
-100
207
$1.04M 0.08%
9,831
-250
208
$1.04M 0.08%
14,360
-361
209
$1.03M 0.08%
11,711
-212
210
$1.01M 0.08%
15,970
+200
211
$985K 0.07%
6,586
-50
212
$985K 0.07%
8,639
-484
213
$970K 0.07%
20,022
-200
214
$968K 0.07%
7,387
-82
215
$954K 0.07%
25,470
-152
216
$944K 0.07%
3,713
217
$937K 0.07%
7,847
-773
218
$936K 0.07%
20,279
+1,736
219
$925K 0.07%
21,295
+8,780
220
$847K 0.06%
6,424
221
$846K 0.06%
6,433
+914
222
$843K 0.06%
7,878
223
$838K 0.06%
5,368
-1,330
224
$806K 0.06%
2,640
-75
225
$792K 0.06%
3,693
7 8
9
10 11