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
201
$2.72M 0.09%
28,855
-3,102
202
$2.7M 0.09%
+196,991
203
$2.65M 0.08%
9,271
-64
204
$2.65M 0.08%
61,957
-107
205
$2.64M 0.08%
69,135
-4,750
206
$2.63M 0.08%
58,142
-2,803
207
$2.61M 0.08%
17,462
-458
208
$2.61M 0.08%
19,788
+3,348
209
$2.61M 0.08%
100,004
-1,336
210
$2.6M 0.08%
31,679
-10,656
211
$2.6M 0.08%
44,534
-547
212
$2.54M 0.08%
10,614
-500
213
$2.54M 0.08%
75,178
-510
214
$2.54M 0.08%
16,424
-803
215
$2.53M 0.08%
16,353
-159
216
$2.52M 0.08%
18,909
-2,341
217
$2.5M 0.08%
32,181
-1,907
218
$2.5M 0.08%
27,200
-2,000
219
$2.48M 0.08%
41,355
+130
220
$2.46M 0.08%
76,914
-17,447
221
$2.45M 0.08%
27,832
+1,022
222
$2.45M 0.08%
27,068
-932
223
$2.44M 0.08%
11,108
-228
224
$2.44M 0.08%
16,000
-3,000
225
$2.44M 0.08%
19,675
-1,104
7 8
9
10 11