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
76
$2.56M 0.44%
25,617
-506
77
$2.55M 0.44%
31,376
-435
78
$2.53M 0.44%
54,234
-39
79
$2.52M 0.44%
209,100
-1,528
80
$2.47M 0.43%
7,224
+713
81
$2.46M 0.43%
55,829
-2,072
82
$2.33M 0.4%
23,886
+1,308
83
$2.31M 0.4%
17,422
-155
84
$2.29M 0.4%
34,190
+1,347
85
$2.27M 0.39%
52,473
-197,513
86
$2.25M 0.39%
46,074
+3,570
87
$2.2M 0.38%
4,411
+1,224
88
$2.19M 0.38%
20,906
+3,985
89
$2.17M 0.38%
14,449
+987
90
$2.17M 0.38%
19,966
+3,128
91
$2.16M 0.37%
37,897
+526
92
$2.14M 0.37%
25,621
+7,948
93
$2.04M 0.35%
32,570
-313
94
$2M 0.35%
48,012
+2,028
95
$1.97M 0.34%
38,604
+1,687
96
$1.94M 0.34%
27,072
+6,909
97
$1.92M 0.33%
8,233
+1,590
98
$1.86M 0.32%
9,954
+1,432
99
$1.84M 0.32%
8,336
+3,260
100
$1.82M 0.32%
128,572
-68
2 3
4
5 6