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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$4.84M
3 +$4.37M
4
WMT icon
Walmart
WMT
+$3.13M
5
T icon
AT&T
T
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.74%
2 Financials 11.09%
3 Energy 9.76%
4 Industrials 9.73%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$231K 0.17%
+5,717
127
$230K 0.17%
+6,647
128
$218K 0.16%
+3,490
129
$217K 0.16%
+1,910
130
$216K 0.16%
+6,399
131
$213K 0.16%
+4,900
132
$212K 0.16%
+2,648
133
$204K 0.15%
+8,628
134
$204K 0.15%
+5,262
135
$202K 0.15%
+3,045
136
$156K 0.12%
+667