BANCORPSOUTH INC

data from 30/09/2017

Capitalization

$ 998.211 M 1.37 %

Average holding period

11 ans

Performance

$ 113.495 M 14.16 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BANCORPSOUTH INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/09/30 MUR MURPHY OIL CORP 11.22% 111.987 M $ 4216411 2013/06/30 3.921 M $ 3.63 %
2017/09/30 MUSA MURPHY USA INC 7.16% 71.431 M $ 1035233 2013/09/30 -5.287 M $ -6.90 %
2017/09/30 FIDELITY CONTRAFUND INC 7.15% 71.344 M $ 2219784 2013/06/30 4.234 M $ 5.65 %
2017/09/30 JOHN HANCOCK FDS III 6.29% 62.775 M $ 2359954 2015/06/30 4.853 M $ 7.74 %
2017/09/30 MUTUAL SER FD INC 6.29% 62.743 M $ 1884168 2013/06/30 170.020 K $ 0.27 %
2017/09/30 ROWE T PRICE EQUITY INCOME F 6.28% 62.668 M $ 1832405 2013/06/30 2.266 M $ 3.79 %
2017/09/30 PRGFX PRICE T ROWE GROWTH STK FD I COM 5.10% 50.913 M $ 758757 2013/06/30 2.926 M $ 5.44 %
2017/09/30 JOHN HANCOCK FDS III 4.57% 45.633 M $ 2113636 2013/06/30 2.006 M $ 4.65 %
2017/09/30 MGC VANGUARD WORLD FD 3.09% 30.797 M $ 356982 2013/06/30 1.190 M $ 4.08 %
2017/09/30 JOHN HANCOCK FDS III 2.60% 25.958 M $ 1098989 2013/06/30 854.436 K $ 3.46 %
2017/09/30 RPMGX ROWE T PRICE MID-CAP GROWTH 2.55% 25.470 M $ 282655 2013/06/30 1.098 M $ 4.31 %
2017/09/30 MERIDIAN FD INC 2.18% 21.762 M $ 1355009 2015/03/31 1.361 M $ 6.71 %
2017/09/30 BANCORPSOUTH INC 2.16% 21.525 M $ 671585 2013/06/30 1.090 M $ 5.08 %
2017/09/30 UNDISCOVERED MANAGERS FDS 1.89% 18.831 M $ 271424 2015/12/31 799.555 K $ 4.54 %
2017/09/30 VISA INC 1.79% 17.889 M $ 103193 2017/06/30 1.877 M $ 11.72 %
2017/09/30 DEL DELTIC TIMBER CORP 1.63% 16.301 M $ 184342 2013/06/30 2.538 M $ 18.44 %
2017/09/30 AAPL APPLE INC 0.88% 8.753 M $ 56789 2013/06/30 520.077 K $ 7.00 %
2017/09/30 XOM EXXON MOBIL CORP 0.68% 6.835 M $ 83372 2013/06/30 98.735 K $ 1.55 %
2017/09/30 VO VANGUARD INDEX FDS 0.67% 6.729 M $ 45776 2013/06/30 201.779 K $ 3.14 %
2017/09/30 PRU PRUDENTIAL FINL INC 0.55% 5.532 M $ 52032 2015/03/31 -93.027 K $ -1.68 %
2017/09/30 RTN RAYTHEON CO 0.52% 5.214 M $ 27943 2013/06/30 688.016 K $ 15.54 %
2017/09/30 INTC INTEL CORP 0.52% 5.200 M $ 136560 2013/06/30 573.175 K $ 12.86 %
2017/09/30 BLK BLACKROCK INC 0.52% 5.193 M $ 11613 2014/06/30 282.141 K $ 5.84 %
2017/09/30 PM PHILIP MORRIS INTL INC 0.50% 5.013 M $ 45153 2013/06/30 -274.543 K $ -5.48 %
2017/09/30 MET METLIFE INC 0.47% 4.696 M $ 90379 2013/06/30 300.444 K $ 6.11 %
2017/09/30 UPS UNITED PARCEL SERVICE INC 0.47% 4.673 M $ 38913 2014/09/30 367.355 K $ 8.59 %
2017/09/30 BANK OF THE OZARKS 0.45% 4.510 M $ 93855 2013/06/30 110.565 K $ 2.52 %
2017/09/30 GD GENERAL DYNAMICS CORP 0.40% 3.998 M $ 19449 2013/09/30 143.286 K $ 3.78 %
2017/09/30 CIZN CITIZENS HLDG CO MISS 0.40% 3.959 M $ 158987 2013/06/30 -174.885 K $ -4.23 %
2017/09/30 VB VANGUARD INDEX FDS 0.40% 3.948 M $ 27936 2013/06/30 158.684 K $ 4.26 %
2017/09/30 MSFT MICROSOFT CORP 0.38% 3.788 M $ 50841 2013/06/30 269.571 K $ 8.07 %
2017/09/30 GILD GILEAD SCIENCES INC 0.38% 3.780 M $ 46650 2013/06/30 452.966 K $ 14.47 %
2017/09/30 NSC NORFOLK SOUTHERN CORP 0.38% 3.751 M $ 28366 2013/06/30 291.378 K $ 8.66 %
2017/09/30 PEP PEPSICO INC 0.37% 3.666 M $ 32893 2013/06/30 -117.650 K $ -3.52 %
2017/09/30 FEDERATED INVESTORS 0.37% 3.651 M $ 568706 2013/06/30 66.046 K $ 2.07 %
2017/09/30 KO COCA COLA CO 0.37% 3.646 M $ 80992 2013/06/30 13.061 K $ 0.36 %
2017/09/30 VLO VALERO ENERGY CORP NEW 0.36% 3.636 M $ 47261 2016/09/30 443.091 K $ 14.04 %
2017/09/30 BB&T CORP 0.34% 3.383 M $ 72063 2014/03/31 111.675 K $ 3.41 %
2017/09/30 COF CAPITAL ONE FINL CORP 0.34% 3.376 M $ 39877 2013/06/30 80.949 K $ 2.47 %
2017/09/30 WFC WELLS FARGO CO NEW 0.33% 3.303 M $ 59874 2014/03/31 -15.696 K $ -0.47 %
2017/09/30 GE GENERAL ELECTRIC CO 0.33% 3.276 M $ 135484 2013/06/30 -252.990 K $ -6.52 %
2017/09/30 VZ VERIZON COMMUNICATIONS INC 0.32% 3.144 M $ 63525 2013/06/30 292.345 K $ 10.82 %
2017/09/30 SPGI S&P GLOBAL INC 0.31% 3.084 M $ 19728 2016/06/30 203.592 K $ 7.07 %
2017/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.31% 3.056 M $ 21061 2013/06/30 -182.359 K $ -5.68 %
2017/09/30 HARRIS ASSOC INVT TR 0.30% 3.035 M $ 105488 2015/06/30 253.171 K $ 9.10 %
2017/09/30 T AT&T INC 0.30% 3.028 M $ 77304 2013/06/30 110.606 K $ 3.79 %
2017/09/30 PFE PFIZER INC 0.30% 3.016 M $ 84463 2013/06/30 174.078 K $ 6.28 %
2017/09/30 ETN EATON CORP PLC 0.30% 2.950 M $ 38420 2016/03/31 -39.285 K $ -1.34 %
2017/09/30 CSCO CISCO SYS INC 0.29% 2.907 M $ 86436 2013/06/30 199.245 K $ 7.44 %
2017/09/30 CVS CVS HEALTH CORP 0.28% 2.777 M $ 34155 2013/06/30 29.725 K $ 1.07 %
2017/09/30 APD AIR PRODS & CHEMS INC 0.28% 2.766 M $ 18291 2013/06/30 146.977 K $ 5.70 %
2017/09/30 AXP AMERICAN EXPRESS CO 0.27% 2.675 M $ 29573 2013/06/30 185.380 K $ 7.38 %
2017/09/30 GM GENERAL MTRS CO 0.26% 2.562 M $ 63444 2014/03/31 343.044 K $ 15.60 %
2017/09/30 VTV VANGUARD INDEX FDS 0.25% 2.496 M $ 25000 2015/09/30 81.499 K $ 3.38 %
2017/09/30 ABBV ABBVIE INC 0.25% 2.462 M $ 27710 2013/06/30 473.904 K $ 22.55 %
2017/09/30 HBI HANESBRANDS INC 0.24% 2.381 M $ 96641 2016/06/30 140.582 K $ 6.39 %
2017/09/30 BP BP PLC 0.24% 2.371 M $ 61700 2013/06/30 217.822 K $ 10.91 %
2017/09/30 DIS DISNEY WALT CO 0.23% 2.270 M $ 23028 2015/09/30 -94.341 K $ -7.22 %
2017/09/30 CAH CARDINAL HEALTH INC 0.23% 2.270 M $ 33930 2017/09/30 0.000 $ 0.00 %
2017/09/30 HON HONEYWELL INTL INC 0.23% 2.257 M $ 15919 2013/06/30 132.538 K $ 6.26 %
2017/09/30 CVX CHEVRON CORP NEW 0.23% 2.250 M $ 19150 2013/06/30 251.889 K $ 12.63 %
2017/09/30 MFC MANULIFE FINL CORP 0.23% 2.248 M $ 110797 2013/06/30 168.815 K $ 8.16 %
2017/09/30 RNST RENASANT CORP 0.22% 2.228 M $ 51924 2013/06/30 -43.364 K $ -1.92 %
2017/09/30 MCD MCDONALDS CORP 0.22% 2.221 M $ 14176 2013/06/30 132.767 K $ 2.30 %
2017/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.22% 2.169 M $ 11831 2013/06/30 151.343 K $ 8.24 %
2017/09/30 FIDELITY CONTRAFUND INC 0.21% 2.119 M $ 65806 2017/09/30 0.000 $ 0.00 %
2017/09/30 WMT WAL-MART STORES INC 0.21% 2.100 M $ 26875 2013/06/30 66.833 K $ 3.25 %
2017/09/30 JPM JPMORGAN CHASE & CO 0.20% 2.044 M $ 21393 2013/06/30 93.416 K $ 4.50 %
2017/09/30 GSK GLAXOSMITHKLINE PLC 0.20% 2.041 M $ 50256 2013/06/30 -92.127 K $ -4.67 %
2017/09/30 LM LEGG MASON INC 0.20% 2.016 M $ 51294 2016/12/31 58.023 K $ 3.01 %
2017/09/30 QCOM QUALCOMM INC 0.20% 1.996 M $ 38501 2013/06/30 -131.326 K $ -6.12 %
2017/09/30 ROWE T PRICE EQUITY INCOME F 0.19% 1.910 M $ 55837 2017/09/30 0.000 $ 0.00 %
2017/09/30 DAL DELTA AIR LINES INC DEL 0.18% 1.764 M $ 36586 2017/03/31 -199.321 K $ -10.27 %
2017/09/30 AGN ALLERGAN PLC 0.17% 1.695 M $ 8268 2015/12/31 -315.532 K $ -15.69 %
2017/09/30 DG DOLLAR GEN CORP NEW 0.17% 1.686 M $ 20809 2017/09/30 0.000 $ 0.00 %
2017/09/30 JOHN HANCOCK FDS III 0.17% 1.655 M $ 62148 2017/09/30 0.000 $ 0.00 %
2017/09/30 GOOGL ALPHABET INC 0.16% 1.626 M $ 1670 2015/12/31 73.327 K $ 4.76 %
2017/09/30 SJM SMUCKER J M CO 0.16% 1.590 M $ 15152 2017/09/30 0.000 $ 0.00 %
2017/09/30 NUE NUCOR CORP 0.16% 1.589 M $ 28360 2014/09/30 -51.336 K $ -3.16 %
2017/09/30 ATRI ATRION CORP 0.15% 1.520 M $ 2262 2013/06/30 64.919 K $ 4.46 %
2017/09/30 GT GOODYEAR TIRE & RUBR CO 0.15% 1.518 M $ 45648 2017/06/30 -76.920 K $ -4.89 %
2017/09/30 HOG HARLEY DAVIDSON INC 0.15% 1.503 M $ 31173 2015/09/30 -178.547 K $ -10.76 %
2017/09/30 WASHINGTON MUT INVS FD INC 0.14% 1.392 M $ 31288 2016/03/31 67.894 K $ 5.13 %
2017/09/30 V VISA INC 0.14% 1.382 M $ 13129 2013/06/30 149.197 K $ 12.22 %
2017/09/30 DIN DINEEQUITY INC 0.11% 1.122 M $ 26116 2017/06/30 -27.411 K $ -2.43 %
2017/09/30 PG PROCTER AND GAMBLE CO 0.11% 1.103 M $ 12117 2013/06/30 48.598 K $ 4.39 %
2017/09/30 PRUFX PRICE T ROWE GROWTH STK FD I FD 0.11% 1.090 M $ 16210 2017/09/30 0.000 $ 0.00 %
2017/09/30 SYK STRYKER CORP 0.11% 1.083 M $ 7624 2013/06/30 24.555 K $ 2.33 %
2017/09/30 FISV FISERV INC 0.11% 1.050 M $ 8145 2013/06/30 53.919 K $ 5.41 %
2017/09/30 MAT MATTEL INC 0.09% 943.000 K $ 60882 2014/09/30 -362.165 K $ -28.10 %
2017/09/30 AMGN AMGEN INC 0.09% 890.000 K $ 4774 2013/06/30 72.436 K $ 8.26 %
2017/09/30 SO SOUTHERN CO 0.09% 880.000 K $ 17919 2013/06/30 27.644 K $ 2.63 %
2017/09/30 RF REGIONS FINL CORP NEW 0.09% 861.000 K $ 56534 2013/06/30 34.967 K $ 4.03 %
2017/09/30 PRAXAIR INC 0.08% 825.000 K $ 5900 2013/06/30 43.011 K $ 5.50 %
2017/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.08% 824.000 K $ 3 2016/03/31 40.080 K $ 7.87 %
2017/09/30 ADSK AUTODESK INC 0.08% 814.000 K $ 7250 2013/06/30 82.940 K $ 11.35 %
2017/09/30 HEDJ WISDOMTREE TR 0.08% 809.000 K $ 12500 2015/12/31 29.499 K $ 3.79 %
2017/09/30 TRMK TRUSTMARK CORP 0.08% 803.000 K $ 24234 2013/06/30 23.264 K $ 2.99 %
2017/09/30 VBK VANGUARD INDEX FDS 0.08% 763.000 K $ 5000 2015/09/30 34.549 K $ 4.74 %
2017/09/30 MGA MAGNA INTL INC 0.08% 762.000 K $ 14286 2015/03/31 97.931 K $ 15.21 %