HW
Hancock Whitney Portfolio holdings
AUM
$5.23B
This Quarter Return
+6.26%
1 Year Return
+18.37%
3 Year Return
+79.63%
5 Year Return
+150.51%
10 Year Return
+380.47%
AUM
$2.49B
AUM Growth
+$2.49B
(-3.8%)
Cap. Flow
-$204M
Cap. Flow
% of AUM
-8.18%
Top 10 Holdings %
Top 10 Hldgs %
28.91%
Holding
672
New
54
Increased
157
Reduced
396
Closed
38
Top Buys
| 1 |
Polaris
PII
|
$13.9M |
| 2 |
iShares MBS ETF
MBB
|
$13.3M |
| 3 |
Everest Group
EG
|
$12.5M |
| 4 |
Crocs
CROX
|
$11.3M |
| 5 |
Penske Automotive Group
PAG
|
$9M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$42.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$20.7M |
| 3 |
Progressive
PGR
|
$14.5M |
| 4 |
Pool Corp
POOL
|
$13.4M |
| 5 |
lululemon athletica
LULU
|
$10.3M |
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Financials | 10.76% |
| 3 | Healthcare | 10.2% |
| 4 | Consumer Discretionary | 8.24% |
| 5 | Industrials | 8.14% |