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
201
$792K 0.06%
21,886
-114
202
$786K 0.06%
15,509
-112
203
$781K 0.06%
3,198
204
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5,279
-100
205
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5,848
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206
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20,065
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207
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14,540
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208
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18,951
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209
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210
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38,450
-600
211
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14,295
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212
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10,000
213
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2,421
-15
214
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6,565
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215
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1,509
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216
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7,210
217
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218
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1
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219
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220
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10,885
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221
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1,974
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222
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6,025
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223
$604K 0.05%
2,836
-208
224
$601K 0.05%
16,300
+600
225
$573K 0.04%
4,136
-241
7 8
9
10 11