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
326
$1.65M 0.05%
60,104
-289
327
$1.63M 0.05%
47,595
+11
328
$1.61M 0.05%
181,206
+19,749
329
$1.61M 0.05%
48,618
-812
330
$1.61M 0.05%
13,790
-4,801
331
$1.58M 0.05%
+7,506
332
$1.58M 0.05%
5,823
+156
333
$1.56M 0.05%
26,120
-1,383
334
$1.56M 0.05%
28,315
-2,000
335
$1.54M 0.05%
33,000
336
$1.54M 0.05%
18,196
+294
337
$1.51M 0.05%
11,010
-95
338
$1.51M 0.05%
3,073
-3,139
339
$1.5M 0.05%
22,970
-7,290
340
$1.48M 0.05%
6,227
+17
341
$1.48M 0.05%
23,452
-8,117
342
$1.48M 0.05%
30,507
+188
343
$1.47M 0.05%
30,250
344
$1.47M 0.05%
10,506
-730
345
$1.47M 0.05%
+35,732
346
$1.46M 0.05%
5,139
+13
347
$1.46M 0.05%
6,016
+38
348
$1.43M 0.05%
6,602
-2,667
349
$1.4M 0.04%
52,941
-41,110
350
$1.4M 0.04%
30,812
-5,266
12 13
14
15 16