HW

Hancock Whitney Portfolio holdings

AUM $5.5B
1-Year Est. Return 20.04%
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$16.2M
3
+$15.5M
4
MBB icon
iShares MBS ETF
MBB
+$13.7M
5
FHN icon
First Horizon
FHN
+$12.1M

Top Sells

1
+$15.5M
2
+$13.8M
3
+$11M
4
AAPL icon
Apple
AAPL
+$10.2M
5
JPM icon
JPMorgan Chase
JPM
+$9.75M

Sector Composition

1 Technology 17.21%
2 Financials 12.87%
3 Healthcare 10.57%
4 Industrials 9.6%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.42M 0.08%
5,186
-304
227
$2.4M 0.08%
66,073
+9,079
228
$2.4M 0.08%
23,976
+54
229
$2.39M 0.08%
9,773
-727
230
$2.38M 0.08%
9,304
-296
231
$2.38M 0.08%
34,810
+18,944
232
$2.37M 0.08%
+26,928
233
$2.36M 0.08%
21,138
-988
234
$2.35M 0.08%
+20,685
235
$2.34M 0.07%
20,068
-1,135
236
$2.32M 0.07%
10,180
-654
237
$2.32M 0.07%
20,011
-1,000
238
$2.3M 0.07%
9,434
-45
239
$2.3M 0.07%
53,530
-6,000
240
$2.29M 0.07%
45,752
+3,466
241
$2.29M 0.07%
74,500
-16,754
242
$2.29M 0.07%
29,000
-4,000
243
$2.27M 0.07%
5,474
-3,807
244
$2.26M 0.07%
24,064
-248
245
$2.25M 0.07%
37,228
-4,818
246
$2.24M 0.07%
51,000
-3,000
247
$2.23M 0.07%
35,976
-396
248
$2.2M 0.07%
52,658
+13,705
249
$2.2M 0.07%
89,800
-1,302
250
$2.19M 0.07%
35,463
-18
8 9
10
11 12