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
$273M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.79M
3
+$2.75M
4
VFC icon
VF Corp
VFC
+$2.71M
5
F icon
Ford
F
+$2.63M

Top Sells

1
+$2.89M
2
+$2.27M
3
+$2.03M
4
KHC icon
Kraft Heinz
KHC
+$1.45M
5
WM icon
Waste Management
WM
+$1.4M

Sector Composition

1 Financials 15.64%
2 Technology 12.96%
3 Healthcare 11.85%
4 Industrials 10.88%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.12%
6,153
+393
127
$309K 0.11%
+2,576
128
$305K 0.11%
2,295
129
$286K 0.1%
+3,730
130
$286K 0.1%
+2,706
131
$277K 0.1%
+4,547
132
$276K 0.1%
7,176
+1,228
133
$274K 0.1%
13,119
-47,298
134
$272K 0.1%
+3,273
135
$264K 0.1%
4,749
-94
136
$263K 0.1%
+6,396
137
$260K 0.1%
13,943
-527
138
$259K 0.09%
5,836
+918
139
$255K 0.09%
+2,518
140
$255K 0.09%
3,588
+159
141
$254K 0.09%
2,165
+188
142
$252K 0.09%
2,150
143
$251K 0.09%
+2,178
144
$242K 0.09%
3,071
-4,051
145
$233K 0.09%
+4,355
146
$229K 0.08%
+3,860
147
$222K 0.08%
+1,428
148
$218K 0.08%
1,458
+6
149
$217K 0.08%
5,499
-1,638
150
$217K 0.08%
4,120
3 4 5
6
7