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
301
$1.82M 0.06%
48,225
-2,325
302
$1.82M 0.06%
37,808
-20,032
303
$1.82M 0.06%
7,011
-1,017
304
$1.8M 0.06%
21,133
-2,684
305
$1.8M 0.06%
11,328
+2,519
306
$1.79M 0.06%
+18,318
307
$1.75M 0.06%
13,875
-91
308
$1.75M 0.06%
8,413
-315
309
$1.75M 0.06%
62,452
-191
310
$1.73M 0.06%
74,000
-22,000
311
$1.73M 0.06%
14,840
+165
312
$1.73M 0.06%
13,507
+2,000
313
$1.73M 0.06%
32,652
+26,153
314
$1.72M 0.05%
19,450
-34
315
$1.71M 0.05%
34,076
316
$1.7M 0.05%
4,452
-110
317
$1.7M 0.05%
86,383
-1,355
318
$1.7M 0.05%
29,916
+109
319
$1.69M 0.05%
9,028
320
$1.69M 0.05%
56,195
+103
321
$1.67M 0.05%
17,087
+63
322
$1.67M 0.05%
50,741
-1,716
323
$1.67M 0.05%
50,396
-2,549
324
$1.66M 0.05%
53,450
-2,150
325
$1.65M 0.05%
70,000
11 12
13
14 15