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
$179M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$627K
3 +$566K
4
ORCL icon
Oracle
ORCL
+$410K
5
PEP icon
PepsiCo
PEP
+$357K

Sector Composition

1 Technology 16.24%
2 Industrials 11.92%
3 Energy 11.88%
4 Financials 11.59%
5 Healthcare 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$207K 0.12%
+2,498
177
$205K 0.11%
+3,883
178
-4,880
179
-1,621
180
-4,269