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
$2.5B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$6.13M
3
+$3.49M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.16M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.12M

Top Sells

1
+$2.61M
2
+$2.32M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$2.02M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M

Sector Composition

1 Technology 17.02%
2 Financials 11.43%
3 Healthcare 10.67%
4 Industrials 8.85%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$625K 0.03%
5,374
-1,249
377
$623K 0.02%
60,541
+2,115
378
$621K 0.02%
3,403
-134
379
$619K 0.02%
21,957
+1,926
380
$618K 0.02%
2,345
+25
381
$618K 0.02%
7,832
-366
382
$617K 0.02%
3,952
-1,941
383
$612K 0.02%
8,975
-232
384
$611K 0.02%
25,317
+5,672
385
$610K 0.02%
5,845
+237
386
$610K 0.02%
5,310
-1,483
387
$603K 0.02%
11,683
+86
388
$602K 0.02%
44,332
+131
389
$601K 0.02%
30,097
+28
390
$598K 0.02%
8,678
-152
391
$595K 0.02%
15,340
-20
392
$592K 0.02%
4,197
-786
393
$590K 0.02%
10,671
-277
394
$588K 0.02%
11,223
-402
395
$584K 0.02%
6,733
-305
396
$580K 0.02%
12,142
+4,803
397
$577K 0.02%
29,712
-8
398
$576K 0.02%
7,036
-63
399
$572K 0.02%
20,000
400
$571K 0.02%
12,361
-460
14 15
16
17 18