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
551
$289K 0.01%
3,019
+46
552
$288K 0.01%
7,177
-136
553
$287K 0.01%
17,004
554
$285K 0.01%
7,235
-271
555
$285K 0.01%
3,016
+35
556
$282K 0.01%
10,624
+50
557
$281K 0.01%
10,966
-395
558
$280K 0.01%
+6,007
559
$279K 0.01%
8,170
-534
560
$279K 0.01%
+4,346
561
$274K 0.01%
7,734
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562
$271K 0.01%
2,021
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563
$270K 0.01%
1,160
+126
564
$268K 0.01%
4,326
-127
565
$266K 0.01%
7,413
-368
566
$264K 0.01%
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567
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568
$259K 0.01%
3,061
-126
569
$254K 0.01%
2,297
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570
$251K 0.01%
10,990
-377
571
$247K 0.01%
3,777
+18
572
$244K 0.01%
8,492
+1,699
573
$240K 0.01%
5,682
+238
574
$237K 0.01%
3,314
+399
575
$235K 0.01%
4,243
+217
21 22
23
24 25