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
$867M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.85M
3
+$2.88M
4
IPG icon
Interpublic Group of Companies
IPG
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.46M

Top Sells

1
+$18.5M
2
+$8.07M
3
+$5.46M
4
HON icon
Honeywell
HON
+$3.8M
5
WRK
WestRock Company
WRK
+$3.21M

Sector Composition

1 Technology 12.32%
2 Financials 8.83%
3 Healthcare 8.73%
4 Consumer Staples 6.32%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$404K 0.05%
10,276
+1,677
177
$401K 0.05%
2,487
-314
178
$400K 0.05%
5,278
-2,699
179
$387K 0.04%
6,269
-3,649
180
$381K 0.04%
250
181
$378K 0.04%
5,944
182
$378K 0.04%
+7,037
183
$357K 0.04%
2,256
-71
184
$356K 0.04%
5,387
+50
185
$356K 0.04%
+2,242
186
$336K 0.04%
1,554
+16
187
$334K 0.04%
7,500
-55
188
$330K 0.04%
1,682
-279
189
$309K 0.04%
4,766
-7
190
$299K 0.03%
5,045
+294
191
$298K 0.03%
6,608
-3,113
192
$296K 0.03%
1,835
-1,361
193
$290K 0.03%
2,458
-751
194
$289K 0.03%
1,494
+247
195
$289K 0.03%
1,203
-3
196
$282K 0.03%
2,578
-1,201
197
$278K 0.03%
789
-97
198
$276K 0.03%
+8,079
199
$274K 0.03%
4,980
-1,490
200
$263K 0.03%
+5,073
6 7
8
9 10