CB

Cadence Bank Portfolio holdings

AUM $1.52B
1-Year Est. Return 9.94%
This Quarter Est. Return
1 Year Est. Return
+9.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.1M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.1M
5
WMT icon
Walmart
WMT
+$6.83M

Top Sells

1
+$5.76M
2
+$3.08M
3
+$2.88M
4
NTR icon
Nutrien
NTR
+$2.69M
5
FHN icon
First Horizon
FHN
+$2.04M

Sector Composition

1 Consumer Discretionary 16.03%
2 Technology 13.89%
3 Energy 13.32%
4 Financials 11.86%
5 Healthcare 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$343K 0.04%
4,608
252
$339K 0.04%
+1,996
253
$325K 0.03%
+11,396
254
$325K 0.03%
+8,062
255
$323K 0.03%
+5,470
256
$312K 0.03%
4,758
257
$311K 0.03%
2,556
258
$310K 0.03%
+6,963
259
$307K 0.03%
2,172
260
$300K 0.03%
+6,321
261
$298K 0.03%
3,710
+1,420
262
$295K 0.03%
+3,772
263
$293K 0.03%
9,763
264
$289K 0.03%
+1,203
265
$289K 0.03%
+8,918
266
$286K 0.03%
+2,229
267
$286K 0.03%
+867
268
$285K 0.03%
+6,121
269
$285K 0.03%
+4,033
270
$284K 0.03%
+2,206
271
$279K 0.03%
+2,332
272
$277K 0.03%
+1,617
273
$276K 0.03%
+4,445
274
$274K 0.03%
+933
275
$268K 0.03%
+486
9 10
11
12 13