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
$2.96B
AUM Growth
-$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1 +$45.8M
2 +$35.6M
3 +$18.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$16.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.9M

Top Sells

1 +$13.6M
2 +$13.5M
3 +$13.4M
4
FE icon
FirstEnergy
FE
+$12.9M
5
AVY icon
Avery Dennison
AVY
+$12.9M

Sector Composition

1 Financials 14.15%
2 Technology 11.86%
3 Industrials 11.61%
4 Healthcare 10.2%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-16,175
827
-45,616
828
-4,884
829
-713
830
-7,231
831
-8,170
832
-1,441
833
-20,440
834
-9,592
835
-39,162
836
-55,996
837
-11,803
838
-36,521
839
-16,079
840
-136,182
841
-289,300
842
-1,544
843
-292,350
844
-316,046
845
-5,132
846
-2,951
847
-9,410
848
-11,095
849
-19,310
850
-3,386