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
$862M
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.6M
3
+$8.47M
4
NEE icon
NextEra Energy
NEE
+$3.03M
5
MCD icon
McDonald's
MCD
+$2.4M

Top Sells

1
+$5.59M
2
+$4.35M
3
+$3.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.81M
5
GPC icon
Genuine Parts
GPC
+$3.28M

Sector Composition

1 Technology 11.83%
2 Healthcare 8.89%
3 Financials 7.79%
4 Consumer Discretionary 6.12%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.87M 0.22%
19,006
+3,784
102
$1.86M 0.22%
28,083
-1,242
103
$1.86M 0.22%
11,565
+1,647
104
$1.83M 0.21%
34,083
-5,247
105
$1.73M 0.2%
21,472
-28,929
106
$1.64M 0.19%
17,275
+6,068
107
$1.63M 0.19%
37,836
-2,292
108
$1.62M 0.19%
+20,205
109
$1.57M 0.18%
14,429
-13,524
110
$1.48M 0.17%
116,562
+5,376
111
$1.47M 0.17%
13,873
+379
112
$1.46M 0.17%
33,912
+4,819
113
$1.45M 0.17%
35,549
-8,917
114
$1.45M 0.17%
68,775
-34,620
115
$1.41M 0.16%
7,026
116
$1.41M 0.16%
19,642
-1,000
117
$1.39M 0.16%
8,912
-1,689
118
$1.38M 0.16%
17,054
-2,249
119
$1.37M 0.16%
42,283
+1,076
120
$1.29M 0.15%
54,532
-26,784
121
$1.28M 0.15%
14,838
-2,652
122
$1.27M 0.15%
34,645
-12,186
123
$1.24M 0.14%
7,293
-3,046
124
$1.23M 0.14%
16,194
-127
125
$1.22M 0.14%
+19,629
3 4
5
6 7