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
$1.09B
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.76M
3
+$2.87M
4
HMC icon
Honda
HMC
+$2.85M
5
D icon
Dominion Energy
D
+$2.75M

Top Sells

1
+$8.32M
2
+$3.5M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.25M
5
SYK icon
Stryker
SYK
+$1.88M

Sector Composition

1 Technology 15.24%
2 Consumer Discretionary 14.85%
3 Energy 12.93%
4 Financials 9.86%
5 Consumer Staples 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.02%
5,030
-22,620
302
$243K 0.02%
+3,188
303
$241K 0.02%
6,854
304
$239K 0.02%
+1,930
305
$236K 0.02%
1,820
306
$236K 0.02%
+612
307
$236K 0.02%
1,820
308
$234K 0.02%
+960
309
$233K 0.02%
1,018
-3,477
310
$227K 0.02%
2,983
311
$225K 0.02%
4,060
312
$225K 0.02%
4,533
313
$224K 0.02%
2,003
314
$224K 0.02%
13,580
-2,396
315
$223K 0.02%
+7,078
316
$222K 0.02%
+2,568
317
$220K 0.02%
+6,010
318
$219K 0.02%
+5,823
319
$217K 0.02%
+5,124
320
$215K 0.02%
2,000
321
$215K 0.02%
6,177
-2,741
322
$213K 0.02%
2,974
-452
323
$210K 0.02%
1,309
324
$209K 0.02%
3,516
-18,053
325
$209K 0.02%
1,620
11 12
13
14 15