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
$770M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.48M
3
+$4.31M
4
NEE icon
NextEra Energy
NEE
+$4.22M
5
DIS icon
Walt Disney
DIS
+$3.9M

Top Sells

1
+$4.18M
2
+$3.97M
3
+$2.9M
4
DXC icon
DXC Technology
DXC
+$1.88M
5
ALGN icon
Align Technology
ALGN
+$1.7M

Sector Composition

1 Technology 10.55%
2 Healthcare 9.24%
3 Financials 7.95%
4 Consumer Discretionary 6.63%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
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