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
$3.13B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$16.2M
3
+$15.5M
4
MBB icon
iShares MBS ETF
MBB
+$13.7M
5
FHN icon
First Horizon
FHN
+$12.1M

Top Sells

1
+$15.5M
2
+$13.8M
3
+$11M
4
AAPL icon
Apple
AAPL
+$10.2M
5
JPM icon
JPMorgan Chase
JPM
+$9.75M

Sector Composition

1 Technology 17.21%
2 Financials 12.87%
3 Healthcare 10.57%
4 Industrials 9.6%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$259K 0.01%
4,662
-15
702
$258K 0.01%
5,277
-70
703
$255K 0.01%
1,483
-223
704
$254K 0.01%
3,048
+69
705
$252K 0.01%
+4,964
706
$251K 0.01%
7,965
707
$250K 0.01%
4,303
-488
708
$250K 0.01%
1,529
-3
709
$250K 0.01%
10,659
-65
710
$249K 0.01%
852
-98
711
$247K 0.01%
+4,882
712
$247K 0.01%
1,355
-5
713
$242K 0.01%
4,255
-35
714
$241K 0.01%
+18,232
715
$241K 0.01%
+2,100
716
$240K 0.01%
2,650
-265
717
$238K 0.01%
7,464
-7,717
718
$238K 0.01%
13,307
-612
719
$237K 0.01%
745
-5
720
$236K 0.01%
+3,431
721
$235K 0.01%
2,619
722
$235K 0.01%
+4,841
723
– –
0
724
$229K 0.01%
2,832
+8
725
$229K 0.01%
6,121
+175
27 28
29
30 31