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
$273M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.79M
3
+$2.75M
4
VFC icon
VF Corp
VFC
+$2.71M
5
F icon
Ford
F
+$2.63M

Top Sells

1
+$2.89M
2
+$2.27M
3
+$2.03M
4
KHC icon
Kraft Heinz
KHC
+$1.45M
5
WM icon
Waste Management
WM
+$1.4M

Sector Composition

1 Financials 15.64%
2 Technology 12.96%
3 Healthcare 11.85%
4 Industrials 10.88%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.38%
68,231
+4,233
27
$3.76M 1.38%
49,619
+2,163
28
$3.73M 1.37%
66,944
+6,138
29
$3.67M 1.35%
76,800
30
$3.66M 1.34%
39,437
+2,315
31
$3.64M 1.33%
38,134
+3,226
32
$3.62M 1.33%
166,643
+13,994
33
$3.6M 1.32%
42,918
+33,242
34
$3.6M 1.32%
112,270
-70,762
35
$3.44M 1.26%
59,557
+21,035
36
$3.34M 1.22%
46,242
+4,501
37
$3.21M 1.18%
60,151
-12,911
38
$3.18M 1.17%
63,315
+54,009
39
$3.12M 1.14%
66,367
+8,730
40
$3.06M 1.12%
68,540
+47,868
41
$2.88M 1.05%
+52,862
42
$2.75M 1.01%
+45,394
43
$2.64M 0.97%
23,044
+1,570
44
$2.63M 0.96%
+216,368
45
$2.57M 0.94%
30,734
46
$2.51M 0.92%
113,185
-38,750
47
$2.33M 0.85%
22,250
+1,959
48
$2.31M 0.85%
32,160
+9,490
49
$2.27M 0.83%
+13,574
50
$2.16M 0.79%
23,567
-31,592
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