CB
Cadence Bank Portfolio holdings
AUM
$1.52B
1-Year Return
9.94%
This Quarter Return
-3.05%
1 Year Return
+9.94%
3 Year Return
+67.27%
5 Year Return
+162.41%
10 Year Return
–
AUM
$1.4B
AUM Growth
-$75.9M
(-5.1%)
Cap. Flow
-$19.9M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
40.32%
Holding
338
New
9
Increased
135
Reduced
120
Closed
16
Top Buys
| 1 |
Murphy Oil
MUR
|
$2.73M |
| 2 |
Lamb Weston
LW
|
$2.26M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.59M |
| 4 |
Salesforce
CRM
|
$1.17M |
| 5 |
Goldman Sachs
GS
|
$1.12M |
Top Sells
| 1 |
Philip Morris
PM
|
$7.84M |
| 2 |
IBM
IBM
|
$7.68M |
| 3 |
Kimberly-Clark
KMB
|
$5.59M |
| 4 |
Broadcom
AVGO
|
$3.15M |
| 5 |
RTX Corp
RTX
|
$2.77M |
Sector Composition
| 1 | Consumer Discretionary | 18.9% |
| 2 | Technology | 17.25% |
| 3 | Energy | 9.54% |
| 4 | Financials | 9.22% |
| 5 | Consumer Staples | 7.81% |
