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
$965M
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.1M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.1M
5
WMT icon
Walmart
WMT
+$6.83M

Top Sells

1
+$5.76M
2
+$3.08M
3
+$2.88M
4
NTR icon
Nutrien
NTR
+$2.69M
5
FHN icon
First Horizon
FHN
+$2.04M

Sector Composition

1 Consumer Discretionary 16.03%
2 Technology 13.89%
3 Energy 13.32%
4 Financials 11.86%
5 Healthcare 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.18%
+22,557
102
$1.7M 0.18%
15,849
+12,555
103
$1.67M 0.17%
+18,117
104
$1.62M 0.17%
10,452
+4,430
105
$1.61M 0.17%
7,942
+2,391
106
$1.58M 0.16%
+3,356
107
$1.56M 0.16%
+16,263
108
$1.55M 0.16%
+4,320
109
$1.55M 0.16%
+12,164
110
$1.53M 0.16%
12,431
+1,640
111
$1.51M 0.16%
+11,960
112
$1.5M 0.16%
+13,063
113
$1.49M 0.15%
+9,729
114
$1.49M 0.15%
17,047
+14,876
115
$1.48M 0.15%
17,790
+13,681
116
$1.44M 0.15%
19,970
117
$1.43M 0.15%
7,040
+5,582
118
$1.43M 0.15%
5,199
+1,207
119
$1.41M 0.15%
6,243
+4,488
120
$1.41M 0.15%
+2,795
121
$1.31M 0.14%
+12,306
122
$1.28M 0.13%
9,495
+5,795
123
$1.28M 0.13%
83,764
124
$1.25M 0.13%
18,919
+11,238
125
$1.24M 0.13%
+120,000
3 4
5
6 7