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
101
$1.97M 0.18%
11,840
-234
102
$1.97M 0.18%
31,528
-489
103
$1.93M 0.18%
3,886
+581
104
$1.93M 0.18%
5,001
-107
105
$1.84M 0.17%
22,386
-270
106
$1.79M 0.16%
4,061
-129
107
$1.78M 0.16%
18,381
+419
108
$1.75M 0.16%
14,911
-862
109
$1.72M 0.16%
23,114
-1,242
110
$1.68M 0.16%
17,502
-451
111
$1.64M 0.15%
9,563
-151
112
$1.63M 0.15%
6,834
-79
113
$1.56M 0.14%
19,593
-252
114
$1.55M 0.14%
+9,071
115
$1.55M 0.14%
83,418
+1,000
116
$1.54M 0.14%
15,514
+8,102
117
$1.51M 0.14%
9,735
-1,877
118
$1.5M 0.14%
13,574
-507
119
$1.49M 0.14%
28,030
+790
120
$1.48M 0.14%
12,605
+6,317
121
$1.46M 0.13%
9,495
-35
122
$1.46M 0.13%
10,467
-1,574
123
$1.43M 0.13%
3,458
-84
124
$1.37M 0.13%
33,479
-418
125
$1.36M 0.13%
14,623
+3,201
3 4
5
6 7