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
51
$2.03M 0.74%
40,031
+2,315
52
$1.98M 0.73%
22,723
-16,587
53
$1.96M 0.72%
40,126
+3,349
54
$1.92M 0.7%
36,824
+7,244
55
$1.9M 0.69%
25,196
+3,160
56
$1.88M 0.69%
84,929
+1,991
57
$1.87M 0.69%
26,286
+3,022
58
$1.47M 0.54%
17,845
-953
59
$1.47M 0.54%
44,525
+8,795
60
$1.39M 0.51%
+17,946
61
$1.31M 0.48%
45,232
+2,848
62
$1.29M 0.47%
18,780
+4,648
63
$1.21M 0.44%
8,996
+5,380
64
$1.02M 0.37%
9,796
+778
65
$1.01M 0.37%
8,978
-141
66
$995K 0.36%
14,713
-592
67
$835K 0.31%
19,765
+2,590
68
$834K 0.31%
10,691
+835
69
$831K 0.3%
21,625
+1,173
70
$822K 0.3%
10,348
+4,591
71
$790K 0.29%
1,000
72
$786K 0.29%
5,859
+264
73
$782K 0.29%
4,885
+260
74
$763K 0.28%
53,135
-850
75
$752K 0.28%
+6,192
1 2
3
4 5