CBN

Cadence Bank NA Portfolio holdings

AUM $16.1M
1-Year Est. Return 6.53%
This Quarter Est. Return
1 Year Est. Return
-6.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.09M
3 +$892K
4
CWT icon
California Water Service
CWT
+$351K
5
AAPL icon
Apple
AAPL
+$349K

Sector Composition

1 Technology 16.94%
2 Consumer Staples 16.64%
3 Healthcare 13.09%
4 Financials 8%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,272
177
-1,040
178
-1,579
179
-9,869
180
-10,053