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
101
$1.79M 0.31%
11,465
-772
102
$1.78M 0.31%
22,063
+2,429
103
$1.78M 0.31%
41,020
-900
104
$1.69M 0.29%
47,080
+9,494
105
$1.68M 0.29%
32,878
-340
106
$1.67M 0.29%
21,061
-6,111
107
$1.59M 0.28%
26,097
+3,414
108
$1.58M 0.27%
+780
109
$1.55M 0.27%
6,637
+1,082
110
$1.52M 0.26%
27,418
-28,830
111
$1.5M 0.26%
7,701
+5,134
112
$1.41M 0.24%
10,695
+5,111
113
$1.39M 0.24%
17,213
+10,545
114
$1.39M 0.24%
69,605
-1,243
115
$1.36M 0.24%
9,194
+40
116
$1.32M 0.23%
13,499
-8,245
117
$1.31M 0.23%
54,434
-1,125
118
$1.3M 0.23%
30,325
-1,517
119
$1.28M 0.22%
86,675
+41,004
120
$1.27M 0.22%
22,954
-1,105
121
$1.27M 0.22%
10,208
+1,074
122
$1.27M 0.22%
31,136
+2,600
123
$1.23M 0.21%
16,271
-167
124
$1.19M 0.21%
66,506
125
$1.16M 0.2%
12,133
-284
3 4
5
6 7