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
$1.1B
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.08M
3
+$1.56M
4
ABBV icon
AbbVie
ABBV
+$1.23M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Top Sells

1
+$4.31M
2
+$1.99M
3
+$1.79M
4
GE icon
GE Aerospace
GE
+$1.74M
5
AAPL icon
Apple
AAPL
+$1.32M

Sector Composition

1 Energy 15.09%
2 Consumer Discretionary 8.8%
3 Financials 7.57%
4 Technology 4.15%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 0.34%
158,987
27
$3.77M 0.34%
41,049
+185
28
$3.75M 0.34%
74,335
-332
29
$3.69M 0.33%
39,837
+13,321
30
$3.68M 0.33%
33,797
-44
31
$3.64M 0.33%
83,055
-114
32
$3.51M 0.32%
69,799
+823
33
$3.47M 0.31%
62,666
+476
34
$3.37M 0.31%
53,647
+1,464
35
$3.34M 0.3%
59,546
+19,855
36
$3.21M 0.29%
93,163
+1,627
37
$3.06M 0.28%
41,000
+1,169
38
$3.03M 0.27%
19,454
+590
39
$2.87M 0.26%
66,879
+973
40
$2.86M 0.26%
82,215
+28,717
41
$2.78M 0.25%
76,282
-68
42
$2.72M 0.25%
55,737
+1,684
43
$2.72M 0.25%
46,907
-1,907
44
$2.6M 0.24%
65,997
+114
45
$2.6M 0.24%
25,000
-106
46
$2.56M 0.23%
20,239
+1,196
47
$2.48M 0.22%
39,703
+222
48
$2.45M 0.22%
17,746
+496
49
$2.45M 0.22%
101,011
+1,269
50
$2.45M 0.22%
23,372
-350
1
2
3 4 5