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
$283M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$743K
3 +$668K
4
NVDA icon
NVIDIA
NVDA
+$579K
5
BILI icon
Bilibili
BILI
+$482K

Top Sells

1 +$5.14M
2 +$785K
3 +$437K
4
HD icon
Home Depot
HD
+$435K
5
JNJ icon
Johnson & Johnson
JNJ
+$351K

Sector Composition

1 Technology 17.5%
2 Consumer Staples 15.26%
3 Healthcare 12.16%
4 Financials 8.93%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,716
202
-12,998