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
$919M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$669K
3 +$587K
4
BLK icon
Blackrock
BLK
+$518K
5
IBM icon
IBM
IBM
+$445K

Top Sells

1 +$1.9M
2 +$1.03M
3 +$1.02M
4
CADE icon
Cadence Bank
CADE
+$1M
5
BEN icon
Franklin Resources
BEN
+$589K

Sector Composition

1 Energy 25.25%
2 Consumer Discretionary 8.93%
3 Financials 5.19%
4 Technology 2.42%
5 Materials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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205
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206
-8,912
207
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210
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211
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212
-5,516
213
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214
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215
-17,486