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
526
$318K 0.01%
+2,610
527
$318K 0.01%
11,158
-354
528
$316K 0.01%
1,505
+49
529
$316K 0.01%
7,420
-920
530
$314K 0.01%
1,992
531
$313K 0.01%
44,727
+17
532
$309K 0.01%
5,694
-297
533
$309K 0.01%
6,497
+442
534
$309K 0.01%
6,152
-8,919
535
$308K 0.01%
+14,679
536
$306K 0.01%
5,392
537
$306K 0.01%
4,375
-200
538
$305K 0.01%
5,829
-670
539
$304K 0.01%
1,402
+385
540
$300K 0.01%
4,301
-1,347
541
$300K 0.01%
3,512
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542
$299K 0.01%
18,247
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543
$297K 0.01%
10,408
-37
544
$295K 0.01%
1,500
-262
545
$294K 0.01%
+21,949
546
$293K 0.01%
1,089
-34
547
$292K 0.01%
3,485
548
$292K 0.01%
136
-1
549
$292K 0.01%
624
-11
550
$291K 0.01%
4,114
-117
20 21
22
23 24