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
51
$1.53M 0.19%
21,911
+1,195
52
$1.51M 0.19%
11,429
+1,080
53
$1.5M 0.19%
15,214
+230
54
$1.5M 0.18%
44,066
+3,811
55
$1.45M 0.18%
28,655
-4,251
56
$1.4M 0.17%
41,031
-2,619
57
$1.38M 0.17%
52,581
-5,306
58
$1.36M 0.17%
15,545
-2,048
59
$1.35M 0.17%
28,208
+756
60
$1.33M 0.16%
10,020
+132
61
$1.25M 0.15%
35,792
+2,056
62
$1.16M 0.14%
+46,884
63
$1.14M 0.14%
11,113
+5,492
64
$1.13M 0.14%
24,738
-5,912
65
$1.08M 0.13%
13,962
-354
66
$1.06M 0.13%
15,923
+294
67
$1.06M 0.13%
38,919
+1,211
68
$1.01M 0.13%
15,342
+4,378
69
$968K 0.12%
13,918
-145
70
$947K 0.12%
20,847
+1,281
71
$940K 0.12%
15,064
+1,278
72
$936K 0.12%
14,976
-1,920
73
$931K 0.11%
8,863
+512
74
$867K 0.11%
8,292
-233
75
$862K 0.11%
2,262
1 2
3
4 5