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
76
$3.25M 0.37%
48,562
-1,871
77
$3.2M 0.37%
14,414
+12,959
78
$3.05M 0.35%
32,281
-728
79
$3.02M 0.35%
39,476
+5,216
80
$2.91M 0.34%
15,928
-542
81
$2.75M 0.32%
14,208
-2,434
82
$2.68M 0.31%
24,777
-3,578
83
$2.68M 0.31%
20,710
-3,135
84
$2.67M 0.31%
30,364
+2,136
85
$2.58M 0.3%
169,881
-843
86
$2.57M 0.3%
93,010
-8,220
87
$2.56M 0.3%
22,907
-2,143
88
$2.53M 0.29%
161,866
-10,504
89
$2.45M 0.28%
48,289
-3,450
90
$2.41M 0.28%
32,441
+4,797
91
$2.24M 0.26%
20,955
-410
92
$2.21M 0.26%
11,502
-225
93
$2.07M 0.24%
22,944
94
$2.02M 0.23%
21,457
-2,186
95
$1.97M 0.23%
25,326
-26
96
$1.96M 0.23%
14,282
-669
97
$1.95M 0.23%
+104,180
98
$1.95M 0.22%
11,623
+573
99
$1.87M 0.22%
41,468
-13,412
100
$1.83M 0.21%
17,969
-511
2 3
4
5 6