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
151
$240K 0.03%
+17,400
152
$237K 0.03%
+17,244
153
$235K 0.03%
10,312
+559
154
$235K 0.03%
5,486
+100
155
$231K 0.03%
5,362
156
$229K 0.03%
5,932
-4,579
157
$229K 0.03%
4,204
-2,193
158
$226K 0.03%
29,721
159
$224K 0.03%
6,480
-92
160
$223K 0.03%
2,919
-35
161
$223K 0.03%
5,987
162
$221K 0.03%
4,310
163
$221K 0.03%
2,861
164
$221K 0.03%
2,163
-30
165
$221K 0.03%
5,206
-2,311
166
$218K 0.03%
+1,869
167
$214K 0.03%
+5,149
168
$211K 0.03%
+1,690
169
$211K 0.03%
13,155
+881
170
$211K 0.03%
+2,574
171
$204K 0.03%
36,058
-285
172
$203K 0.03%
+6,661
173
$202K 0.02%
1,605
-371
174
$201K 0.02%
92,709
175
$184K 0.02%
10,545
5 6
7
8 9