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
$577M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$5.67M
3
+$5.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.89M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.81M

Top Sells

1
+$8.56M
2
+$2.83M
3
+$1.95M
4
WFC icon
Wells Fargo
WFC
+$1.6M
5
ETN icon
Eaton
ETN
+$1.21M

Sector Composition

1 Technology 12.11%
2 Consumer Discretionary 9.47%
3 Healthcare 9.32%
4 Financials 8.62%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.64M 0.98%
118,602
+24,988
27
$5.57M 0.97%
80,522
-2,253
28
$5.54M 0.96%
70,399
+6,971
29
$5.42M 0.94%
107,717
+3,971
30
$5.41M 0.94%
66,415
+8,313
31
$5.37M 0.93%
44,208
+20,990
32
$5.36M 0.93%
96,100
+20,240
33
$5.22M 0.91%
151,656
-5,832
34
$5.02M 0.87%
25,748
+5,170
35
$4.9M 0.85%
61,981
+1,179
36
$4.79M 0.83%
25,968
+1,989
37
$4.73M 0.82%
51,551
-808
38
$4.54M 0.79%
65,669
+24,171
39
$4.51M 0.78%
15,278
+547
40
$4.47M 0.77%
32,365
+8,063
41
$4.46M 0.77%
42,021
+7,434
42
$4.43M 0.77%
21,389
+4,661
43
$4.4M 0.76%
82,920
+7,844
44
$4.38M 0.76%
193,109
+47,869
45
$4.34M 0.75%
53,751
+73
46
$4.32M 0.75%
98,564
+14,442
47
$4.31M 0.75%
238,126
-7,955
48
$4.18M 0.72%
29,738
+2,576
49
$4.04M 0.7%
19,346
+1,599
50
$3.98M 0.69%
75,131
+2,310
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