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
$926M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$1.8M
3 +$1.33M
4
MFC icon
Manulife Financial
MFC
+$1.13M
5
MRK icon
Merck
MRK
+$362K

Top Sells

1 +$1.87M
2 +$1.45M
3 +$1.11M
4
EAT icon
Brinker International
EAT
+$1.04M
5
MUSA icon
Murphy USA
MUSA
+$1.01M

Sector Composition

1 Energy 15.95%
2 Consumer Discretionary 9.47%
3 Financials 6.55%
4 Healthcare 2.99%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-92,709
202
-6,295
203
-39,605
204
-8,688