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
126
$308K 0.04%
6,606
-164
127
$307K 0.04%
+5,485
128
$299K 0.04%
16,838
+4,478
129
$298K 0.04%
3,839
-29
130
$298K 0.04%
2,495
-60
131
$292K 0.04%
2,266
-90
132
$290K 0.04%
19,357
133
$282K 0.03%
+6,990
134
$281K 0.03%
4,086
+693
135
$273K 0.03%
8,462
-430
136
$270K 0.03%
5,699
-1,500
137
$269K 0.03%
+9,085
138
$261K 0.03%
+5,693
139
$260K 0.03%
5,019
-178
140
$258K 0.03%
7,470
-6
141
$255K 0.03%
6,993
+496
142
$254K 0.03%
5,444
-200
143
$251K 0.03%
17,890
144
$251K 0.03%
3,480
145
$250K 0.03%
2,338
-446
146
$249K 0.03%
3,063
147
$248K 0.03%
4,980
148
$246K 0.03%
5,320
149
$245K 0.03%
+2,363
150
$243K 0.03%
2,805
4 5
6
7 8