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
126
$4.55M 0.15%
23,834
-2,515
127
$4.43M 0.14%
29,339
-1,175
128
$4.29M 0.14%
25,798
-245
129
$4.29M 0.14%
103,019
+14,613
130
$4.25M 0.14%
40,693
+11
131
$4.23M 0.14%
85,428
+1,670
132
$4.22M 0.13%
25,522
-1,291
133
$4.19M 0.13%
27,349
-3,577
134
$4.15M 0.13%
18,933
-884
135
$4.11M 0.13%
56,078
-617
136
$4.05M 0.13%
48,534
+624
137
$3.95M 0.13%
18,288
-699
138
$3.95M 0.13%
36,834
-1,156
139
$3.94M 0.13%
14,186
+198
140
$3.94M 0.13%
29,273
-230
141
$3.94M 0.13%
181,064
-30,090
142
$3.9M 0.12%
36,275
-23,888
143
$3.89M 0.12%
19,509
-2,016
144
$3.89M 0.12%
4,846
-252
145
$3.86M 0.12%
78,232
-345
146
$3.84M 0.12%
19,945
+391
147
$3.81M 0.12%
162,957
-19,649
148
$3.66M 0.12%
42,511
+4,060
149
$3.66M 0.12%
113,021
+1,911
150
$3.65M 0.12%
87,027
-3,624
4 5
6
7 8