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
$802M
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.91M
3
+$3.68M
4
VZ icon
Verizon
VZ
+$3.22M
5
LW icon
Lamb Weston
LW
+$1.7M

Top Sells

1
+$7.28M
2
+$2.14M
3
+$1.41M
4
GE icon
GE Aerospace
GE
+$656K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$524K

Sector Composition

1 Technology 18.46%
2 Consumer Discretionary 13.59%
3 Financials 12.14%
4 Energy 9.54%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.51%
47,194
+744
52
$3.98M 0.5%
84,180
+992
53
$3.68M 0.46%
+28,630
54
$3.47M 0.43%
21,215
+539
55
$3.37M 0.42%
46,790
+110
56
$2.94M 0.37%
57,901
-5,812
57
$2.81M 0.35%
46,693
58
$2.28M 0.28%
7,827
-226
59
$2.26M 0.28%
3,988
60
$2.24M 0.28%
5,389
-286
61
$2.16M 0.27%
56,929
62
$2.06M 0.26%
4,963
-20
63
$1.9M 0.24%
9,674
+24
64
$1.87M 0.23%
15,551
+35
65
$1.86M 0.23%
11,779
-75
66
$1.86M 0.23%
20,255
+50
67
$1.82M 0.23%
11,713
+30
68
$1.77M 0.22%
6,314
69
$1.63M 0.2%
15,663
70
$1.59M 0.2%
16,755
+40
71
$1.57M 0.2%
83,764
72
$1.51M 0.19%
5,044
73
$1.48M 0.19%
5,548
74
$1.44M 0.18%
66,201
-720
75
$1.4M 0.17%
9,491
1 2
3
4 5