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
251
$2.19M 0.07%
64,660
252
$2.19M 0.07%
35,196
-5,008
253
$2.16M 0.07%
10,145
-35
254
$2.15M 0.07%
58,633
-3,000
255
$2.15M 0.07%
19,128
+2,156
256
$2.15M 0.07%
37,743
-2,354
257
$2.15M 0.07%
7,876
-2,282
258
$2.15M 0.07%
11,184
-142
259
$2.12M 0.07%
15,611
-905
260
$2.11M 0.07%
14,702
-610
261
$2.11M 0.07%
17,515
-1,129
262
$2.11M 0.07%
17,328
+68
263
$2.1M 0.07%
53,995
+3,291
264
$2.07M 0.07%
39,086
-858
265
$2.07M 0.07%
21,520
-2,085
266
$2.06M 0.07%
22,532
-689
267
$2.06M 0.07%
21,648
-1,173
268
$2.03M 0.06%
141,000
-6,000
269
$2.02M 0.06%
17,804
-725
270
$2.02M 0.06%
16,173
-1,076
271
$2.02M 0.06%
34,581
-107
272
$2.01M 0.06%
49,212
-1,048
273
$2.01M 0.06%
+82,886
274
$2M 0.06%
5,282
-183
275
$2M 0.06%
87,000
-5,000
9 10
11
12 13