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
$824M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$14.3M
3 +$13.1M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$9.97M
5
XOM icon
Exxon Mobil
XOM
+$5.77M

Top Sells

No sells this quarter

Sector Composition

1 Energy 37.5%
2 Financials 3.88%
3 Materials 2.21%
4 Healthcare 1.8%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$195K 0.02%
+11,165
152
$172K 0.02%
+11,815
153
$168K 0.02%
+21,800
154
$137K 0.02%
+39,130
155
$106K 0.01%
+16,445
156
$70K 0.01%
+10,000