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
$1.08B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.67M
3
+$3.99M
4
AAP icon
Advance Auto Parts
AAP
+$3.39M
5
MDT icon
Medtronic
MDT
+$3.23M

Top Sells

1
+$4.62M
2
+$4.28M
3
+$4.13M
4
MMM icon
3M
MMM
+$3.48M
5
FHN icon
First Horizon
FHN
+$2.19M

Sector Composition

1 Consumer Discretionary 15.21%
2 Energy 14.41%
3 Technology 13.25%
4 Financials 11.63%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$383K 0.04%
2,556
252
$381K 0.04%
4,608
253
$377K 0.03%
6,915
-2,400
254
$368K 0.03%
9,428
+2,761
255
$364K 0.03%
8,879
256
$364K 0.03%
5,366
-209
257
$355K 0.03%
1,994
-2
258
$351K 0.03%
3,772
259
$347K 0.03%
490
+4
260
$341K 0.03%
6,919
-44
261
$331K 0.03%
9,469
+686
262
$331K 0.03%
8,918
263
$329K 0.03%
3,317
264
$328K 0.03%
13,269
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265
$328K 0.03%
10,731
-750
266
$324K 0.03%
6,425
+410
267
$323K 0.03%
4,790
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268
$321K 0.03%
2,172
269
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7,770
-292
270
$320K 0.03%
5,566
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271
$318K 0.03%
2,332
272
$317K 0.03%
6,321
273
$314K 0.03%
8,929
+634
274
$313K 0.03%
6,121
275
$313K 0.03%
2,229
9 10
11
12 13