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
$867M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.85M
3
+$2.88M
4
IPG icon
Interpublic Group of Companies
IPG
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.46M

Top Sells

1
+$18.5M
2
+$8.07M
3
+$5.46M
4
HON icon
Honeywell
HON
+$3.8M
5
WRK
WestRock Company
WRK
+$3.21M

Sector Composition

1 Technology 12.32%
2 Financials 8.83%
3 Healthcare 8.73%
4 Consumer Staples 6.32%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.99M 0.69%
86,649
+6,897
52
$5.93M 0.68%
178,938
-5,310
53
$5.8M 0.67%
104,818
+3,317
54
$5.76M 0.67%
46,264
+43,879
55
$5.53M 0.64%
25,760
+11,457
56
$5.45M 0.63%
36,093
+439
57
$5.41M 0.62%
31,981
-22,473
58
$4.96M 0.57%
30,133
-495
59
$4.92M 0.57%
47,479
-20,113
60
$4.83M 0.56%
34,499
+708
61
$4.83M 0.56%
83,327
-6,272
62
$4.63M 0.53%
52,178
-9,596
63
$4.61M 0.53%
53,665
-1,890
64
$4.45M 0.51%
206,563
+115,144
65
$4.45M 0.51%
82,967
+3,993
66
$4.41M 0.51%
16,592
-1,629
67
$4.36M 0.5%
77,946
-4,707
68
$4.3M 0.5%
152,529
-847
69
$4.07M 0.47%
16,604
70
$3.96M 0.46%
52,198
-1,229
71
$3.96M 0.46%
64,880
+720
72
$3.87M 0.45%
33,608
-2,223
73
$3.82M 0.44%
31,993
+2,664
74
$3.62M 0.42%
106,222
-7,721
75
$3.4M 0.39%
28,471
-2,856
1 2
3
4 5