I

IberiaBank Portfolio holdings

AUM $849M
1-Year Est. Return 10.44%
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.6M
3
+$8.47M
4
NEE icon
NextEra Energy
NEE
+$3.03M
5
MCD icon
McDonald's
MCD
+$2.4M

Top Sells

1
+$5.59M
2
+$4.35M
3
+$3.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.81M
5
GPC icon
Genuine Parts
GPC
+$3.28M

Sector Composition

1 Technology 11.83%
2 Healthcare 8.89%
3 Financials 7.79%
4 Consumer Discretionary 6.12%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.03%
8,835
-255
227
$229K 0.03%
+2,018
228
$227K 0.03%
1,564
229
$226K 0.03%
+1,676
230
$223K 0.03%
31,737
+10,594
231
$222K 0.03%
+3,676
232
$222K 0.03%
+2,960
233
$212K 0.02%
11,860
-4,570
234
$206K 0.02%
+8,067
235
$205K 0.02%
+2,721
236
$204K 0.02%
+1,277
237
$203K 0.02%
+2,189
238
$182K 0.02%
31,697
-2,645
239
$172K 0.02%
26,038
-2,352
240
$155K 0.02%
12,478
-1,220
241
$140K 0.02%
12,225
-1,169
242
$134K 0.02%
2,691
-1,145
243
$131K 0.02%
11,899
+707
244
$130K 0.02%
11,700
+86
245
$123K 0.01%
+3,399
246
$113K 0.01%
12,072
247
$89K 0.01%
21,661
+4,411
248
$79K 0.01%
18,407
+207
249
$65K 0.01%
21,269
+6,496
250
$63K 0.01%
1,106
7 8 9
10
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