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 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
651
-9,272
652
-1,618
653
-798
654
-1,900
655
-2,153
656
-1,016
657
-6,242
658
-3,593
659
-2,480
660
-2,027
661
-828
662
-1,230
663
-6,764
664
-5,683
665
-539
666
-1,997
667
-20,404
668
-8,211
669
-1,841
670
-1,896
671
-3,451
672
-5,153
673
-5,298
674
-9,067
675
-11,597