CBN
Cadence Bank NA Portfolio holdings
AUM
$16.1M
This Quarter Return
+0.62%
1 Year Return
-6.53%
3 Year Return
+33.27%
5 Year Return
+59.33%
10 Year Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.13%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$34M |
| 2 |
Procter & Gamble
PG
|
$14.8M |
| 3 |
GE Aerospace
GE
|
$4.93M |
| 4 |
Coca-Cola
KO
|
$4.46M |
| 5 |
Walmart
WMT
|
$4.43M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 28.76% |
| 2 | Consumer Staples | 16.88% |
| 3 | Healthcare | 6.83% |
| 4 | Industrials | 5.87% |
| 5 | Technology | 5.4% |
