CB

Cadence Bank Portfolio holdings

AUM $1.71B
1-Year Est. Return 16.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.2M
3
+$1.88M
4
PWR icon
Quanta Services
PWR
+$1.73M
5
MTN icon
Vail Resorts
MTN
+$1.68M

Top Sells

1
+$3.96M
2
+$2.17M
3
+$1.92M
4
XOM icon
Exxon Mobil
XOM
+$1.44M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.28M

Sector Composition

1 Consumer Discretionary 17.64%
2 Technology 15.91%
3 Energy 13.7%
4 Financials 8.7%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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