B

BancorpSouth Portfolio holdings

AUM $1.01B
1-Year Est. Return 4.88%
This Quarter Est. Return
1 Year Est. Return
+4.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.97M
3
+$1.81M
4
MUR icon
Murphy Oil
MUR
+$1.62M
5
CVS icon
CVS Health
CVS
+$1.22M

Top Sells

1
+$2.25M
2
+$1.63M
3
+$1.24M
4
TUP
Tupperware Brands Corporation
TUP
+$782K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Energy 13.62%
2 Consumer Discretionary 9.35%
3 Financials 7.04%
4 Healthcare 3.27%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.32%
60,319
+13,964
27
$2.46M 0.3%
45,310
+3,774
28
$2.38M 0.29%
21,558
+576
29
$2.33M 0.29%
32,228
+1,896
30
$2.21M 0.27%
47,721
-9,852
31
$2.13M 0.26%
21,310
+1,404
32
$2.1M 0.26%
16,872
+538
33
$2.08M 0.26%
15,782
+2,084
34
$2.04M 0.25%
53,854
+21,791
35
$1.99M 0.25%
9,169
+664
36
$1.99M 0.25%
39,405
-3,493
37
$1.82M 0.22%
22,356
+2,991
38
$1.82M 0.22%
52,822
-631
39
$1.81M 0.22%
+46,660
40
$1.74M 0.21%
12,657
+315
41
$1.73M 0.21%
14,399
+442
42
$1.71M 0.21%
83,805
-19,137
43
$1.66M 0.2%
19,628
+2,579
44
$1.65M 0.2%
60,633
+1,952
45
$1.61M 0.2%
157,788
+9,932
46
$1.61M 0.2%
61,920
-56
47
$1.59M 0.2%
19,500
+13,500
48
$1.57M 0.19%
31,403
-812
49
$1.56M 0.19%
15,990
+12,435
50
$1.55M 0.19%
22,817
+1,239
1
2
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