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
51
$4.86M 0.45%
78,307
+1,375
52
$4.79M 0.44%
59,451
+96
53
$4.79M 0.44%
64,835
+1,483
54
$4.77M 0.44%
46,179
+3,754
55
$4.76M 0.44%
16,115
-375
56
$4.7M 0.43%
41,645
+512
57
$4.59M 0.42%
111,535
-5,100
58
$4.57M 0.42%
63,887
+9,116
59
$4.55M 0.42%
44,960
+529
60
$4.48M 0.41%
13,047
+878
61
$4.42M 0.41%
45,470
+27,890
62
$4.24M 0.39%
42,696
-1,652
63
$4.23M 0.39%
109,343
+5,561
64
$4.08M 0.38%
134,458
-94
65
$3.99M 0.37%
10,976
-203
66
$3.91M 0.36%
48,527
+1,276
67
$3.88M 0.36%
95,213
+2,583
68
$3.87M 0.36%
10,287
-2,111
69
$3.83M 0.35%
6,638
-102
70
$3.78M 0.35%
16,157
+4,812
71
$3.66M 0.34%
16,245
-211
72
$3.5M 0.32%
14,305
-42
73
$3.35M 0.31%
74,163
-643
74
$3.31M 0.3%
16,422
+8
75
$3.24M 0.3%
94,963
+1,761
1 2
3
4 5