IC
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Iberiabank Corp13F | |
Iberiabank Corp | |
Last update 2020-07-29 | 208 Stocks (19 new) |
Value $847.00 Mil | Turnover 8 % |
Portfolio Report |
Iberiabank Corp Top Holdings of 2020-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV | Vanguard Short-Term Bond ETF | 643,560 | 53493.000 | -2.87% | 6.320 | -0.21% | 0.140 | -0.42% | +0.61% | 33181.358 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 178,715 | 29297.000 | +31.59% | 3.460 | +0.83% | 0.120 | -4.78% | -7.64% | 59709.538 | ||
IWF | iShares Russell 1000 Growth ETF | 137,718 | 26435.000 | -6.62% | 3.120 | -0.19% | 0.050 | +19.44% | +31.06% | 103283.312 | ||
AAPL | Apple Inc | 264,472 | 24120.000 | -3.27% | 2.850 | -0.07% | 0.000 | +8.54% | +18.60% | 3438547.416 | Hardware | |
MSFT | Microsoft Corp | 107,760 | 21930.000 | -7.37% | 2.590 | -0.18% | 0.000 | +6.97% | +13.75% | 3163021.329 | Software | |
GLD | SPDR Gold Shares ETF | 125,097 | 20937.000 | +4.99% | 2.470 | +0.12% | 0.030 | +13.19% | +30.59% | 77191.358 | ||
IVV | iShares Core S&P 500 ETF | 64,934 | 20109.000 | -1.92% | 2.380 | -0.04% | 0.010 | +14.77% | +25.31% | 563822.801 | ||
XLK | Technology Select Sector SPDR ETF | 190,701 | 19926.000 | -9.06% | 2.350 | -0.20% | 0.060 | +20.31% | +23.35% | 73840.641 | ||
AMZN | Amazon.com Inc | 104,380 | 14398.000 | -7.86% | 1.700 | -0.11% | 0.000 | +29.05% | +38.25% | 2208678.062 | Retail - Cyclical | |
PG | Procter & Gamble Co | 118,956 | 14224.000 | -6.87% | 1.680 | -0.13% | 0.000 | -3.32% | +14.29% | 384837.369 | Consumer Packaged Goods |
Iberiabank Corp's Historical Top Holdings Breakdowns
Iberiabank Corp Total Holding History ($B)
Iberiabank Corp's Asset Allocation
Iberiabank Corp Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Iberiabank Corp's Hypothetical Growth since 2020-06-30
Iberiabank Corp's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Iberiabank Corp's Holdings Heat Map
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Iberiabank Corp's Holdings Bubble Chart
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