RB

Renasant Bank Portfolio holdings

AUM $150M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$566K
3
+$543K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$490K
5
MTB icon
M&T Bank
MTB
+$448K

Top Sells

1
+$936K
2
+$873K
3
+$642K
4
ORCL icon
Oracle
ORCL
+$538K
5
MA icon
Mastercard
MA
+$523K

Sector Composition

1 Healthcare 11.58%
2 Technology 9.24%
3 Financials 6.56%
4 Consumer Staples 6.18%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
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