I

IberiaBank Portfolio holdings

AUM $849M
1-Year Est. Return 10.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.03M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.89M
5
TPR icon
Tapestry
TPR
+$2.68M

Top Sells

1
+$16.6M
2
+$8.62M
3
+$7.79M
4
WMT icon
Walmart Inc
WMT
+$7.39M
5
WFC icon
Wells Fargo
WFC
+$6.21M

Sector Composition

1 Technology 13.01%
2 Healthcare 9.81%
3 Financials 9.6%
4 Consumer Discretionary 8.83%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
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