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Hancock Whitney Investment Services Inc. Historical SEC 13F Holdings & Archive (Q2 2022)
Hancock Whitney Investment Services Inc.CIK: 0001009952
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$156.9M
Reporting period: 2022-06-30 · Number of holdings: 55
HANCOCK WHITNEY INVESTMENT SERVICES INC. disclosed 55 holdings in its latest 13F filing for the period ending 2022-06-30, with total reported value of $156.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 15.5
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 100
- Sizing Uniformity
- 89.27
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.40% | — | -3.55% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.17% | — | +0.52% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.60% | — | -0.60% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.62% | — | -9.82% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.94% | — | -1.28% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.91% | — | +302.26% | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.22% | — | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.16% | — | +0.06% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.00% | — | -0.42% | |
| 10 | IGF | Ishares Global Infrastructur | ETF-Other | 2.69% | — | +2.02% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.44% | — | -2.89% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.42% | — | +0.98% | |
| 13 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.40% | — | +11.32% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.37% | — | -3.03% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.08% | — | -0.10% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.06% | — | -3.00% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.04% | — | +2.00% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.90% | — | -1.26% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.84% | — | +2.33% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | — | +0.42% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.73% | — | -0.95% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.48% | — | -2.89% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.45% | — | -0.52% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | — | +2.00% | |
| 25 | GVI | Ishares Intermediate Governm | ETF-Other | 1.37% | — | -42.04% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.35% | — | -2.44% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.34% | — | -0.37% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.33% | — | +14.51% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.32% | — | -0.65% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.24% | — | -4.16% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 1.22% | — | -2.95% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 1.19% | — | -6.31% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.08% | — | +6.74% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | — | -2.33% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.93% | — | -0.58% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.91% | — | -3.04% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | — | -2.00% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | — | +13.66% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | — | -4.58% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | — | +11.74% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.61% | — | +3.32% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.54% | — | -1.96% | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.46% | — | +2.73% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.45% | — | +0.99% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.43% | — | +5.16% | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.43% | — | +7.12% | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.30% | — | +9.37% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | — | -2.92% | |
| 49 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.22% | — | +4.15% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.21% | — | +8.11% |
1–50 of 55
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Hancock Whitney Investment Services Inc. and what type of investor is it?
Hancock Whitney Investment Services Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-06-30), the firm manages a tracked equity portfolio valued at approximately $156.9M, spread across 55 disclosed positions.
What are Hancock Whitney Investment Services Inc.'s largest equity positions?
Based on the latest 13F filing, Hancock Whitney Investment Services Inc.'s top holdings by market value are:
1. Ishares Core U.s. Aggregate (AGG) — $16.3M (10.4%)
2. Ishares S&p 500 Growth ETF (IVW) — $11.2M (7.2%)
3. Ishares S&p 500 Value ETF (IVE) — $10.4M (6.6%)
4. Ishares Msci Eafe ETF (EFA) — $8.8M (5.6%)
5. Ishares Core S&p 500 ETF (IVV) — $7.8M (4.9%)
What changes did Hancock Whitney Investment Services Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Hancock Whitney Investment Services Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Hancock Whitney Investment Services Inc. focus on?
Sector breakdown data is not yet available for Hancock Whitney Investment Services Inc.. Check back after the next 13F processing cycle.
Investment Profile
Hancock Whitney Investment Services Inc.'s portfolio is broadly diversified and long-term-holding.
It has added to its PDBC position over the past two quarters (+$1.3M, now $3.8M), while trimming AGG over the same stretch (-$55.7M, still holding $16.3M).
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Developer Access
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