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
$908M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$4.21M
3
+$3.93M
4
NDAQ icon
Nasdaq
NDAQ
+$3.34M
5
XOM icon
Exxon Mobil
XOM
+$3.19M

Top Sells

1
+$13.2M
2
+$4.09M
3
+$3.38M
4
GPC icon
Genuine Parts
GPC
+$2.96M
5
MMM icon
3M
MMM
+$2.88M

Sector Composition

1 Technology 12.18%
2 Financials 8.78%
3 Healthcare 8.73%
4 Consumer Staples 6.22%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
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