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
26
$8.68M 0.8%
114,178
+260
27
$8.49M 0.78%
37,162
+49
28
$8.16M 0.75%
117,672
+647
29
$8.14M 0.75%
137,848
+2,072
30
$8.03M 0.74%
62,913
-764
31
$8M 0.74%
61,424
-3,785
32
$8M 0.74%
35,411
+974
33
$7.68M 0.71%
74,050
+1,074
34
$7.62M 0.7%
81,140
+826
35
$7.49M 0.69%
57,136
+918
36
$7.41M 0.68%
266,650
-15,400
37
$7.33M 0.68%
44,944
-1,532
38
$7.14M 0.66%
31,290
+420
39
$6.73M 0.62%
120,378
+49,186
40
$6.31M 0.58%
85,492
-8,104
41
$6.24M 0.57%
231,481
+2,828
42
$5.83M 0.54%
54,770
-568
43
$5.79M 0.53%
231,915
-51,688
44
$5.76M 0.53%
37,189
+1,158
45
$5.71M 0.53%
28,554
-180
46
$5.68M 0.52%
46,689
+23,628
47
$5.5M 0.51%
19,252
-385
48
$5.07M 0.47%
65,661
+61,628
49
$4.98M 0.46%
27,333
-248
50
$4.9M 0.45%
122,147
+616
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2
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