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
51
$3.83M 0.66%
157,835
-11,227
52
$3.73M 0.65%
15,279
+1,261
53
$3.69M 0.64%
55,224
+3,137
54
$3.58M 0.62%
21,765
+1,305
55
$3.58M 0.62%
52,422
-1,146
56
$3.55M 0.62%
17,385
+7,912
57
$3.32M 0.58%
58,800
+13,240
58
$3.3M 0.57%
191,100
+26,270
59
$3.25M 0.56%
29,516
-876
60
$3.24M 0.56%
76,800
61
$3.16M 0.55%
14,457
+1,472
62
$3.1M 0.54%
30,555
+8,960
63
$2.99M 0.52%
15,212
+980
64
$2.95M 0.51%
21,845
+3,760
65
$2.91M 0.5%
37,301
-824
66
$2.89M 0.5%
21,300
+3,243
67
$2.86M 0.5%
35,935
-692
68
$2.86M 0.5%
117,333
+37,709
69
$2.81M 0.49%
33,732
+2,719
70
$2.81M 0.49%
32,893
-861
71
$2.73M 0.47%
16,689
+851
72
$2.68M 0.46%
32,014
-1,340
73
$2.67M 0.46%
16,295
+4
74
$2.58M 0.45%
18,064
+3,263
75
$2.57M 0.45%
53,025
+4,515
1 2
3
4 5