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
$800M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$14.4M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.64M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$9.41M

Top Sells

1
+$3.24M
2
+$2.75M
3
+$2.59M
4
LRCX icon
Lam Research
LRCX
+$2.31M
5
FAST icon
Fastenal
FAST
+$2.14M

Sector Composition

1 Technology 11.73%
2 Financials 8.7%
3 Healthcare 8.67%
4 Consumer Discretionary 7.22%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.01M 0.38%
19,848
-1,452
77
$3M 0.37%
+18,861
78
$3M 0.37%
+13,188
79
$3M 0.37%
126,197
+8,864
80
$2.99M 0.37%
20,604
+12,804
81
$2.94M 0.37%
+65,950
82
$2.88M 0.36%
+116,750
83
$2.88M 0.36%
+100,704
84
$2.81M 0.35%
36,936
-365
85
$2.74M 0.34%
51,237
+13,340
86
$2.68M 0.33%
32,592
+578
87
$2.67M 0.33%
24,875
-4,641
88
$2.56M 0.32%
15,068
-1,227
89
$2.52M 0.31%
48,854
-6,975
90
$2.44M 0.3%
21,780
+1,814
91
$2.43M 0.3%
48,327
-5,907
92
$2.35M 0.29%
29,933
+2,861
93
$2.28M 0.28%
10,168
+1,832
94
$2.26M 0.28%
37,066
+2,876
95
$2.25M 0.28%
26,583
-9,352
96
$2.25M 0.28%
13,899
+9,351
97
$2.23M 0.28%
51,472
+21,147
98
$2.21M 0.28%
44,998
+6,394
99
$2.17M 0.27%
22,749
-2,872
100
$2.12M 0.27%
18,167
-2,739
2 3
4
5 6