CB
Cadence Bank Portfolio holdings
AUM
$1.52B
1-Year Return
9.94%
This Quarter Return
+0.34%
1 Year Return
+9.94%
3 Year Return
+67.27%
5 Year Return
+162.41%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$28.9M
(+2.8%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
55.58%
Holding
238
New
19
Increased
73
Reduced
67
Closed
12
Top Buys
| 1 |
Dominion Energy
D
|
$3.92M |
| 2 |
Cummins
CMI
|
$3.28M |
| 3 |
KeyCorp
KEY
|
$3.1M |
| 4 |
AbbVie
ABBV
|
$2.56M |
| 5 |
PPL Corp
PPL
|
$2.41M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$5.29M |
| 2 |
MetLife
MET
|
$4.21M |
| 3 |
Kraft Heinz
KHC
|
$3.25M |
| 4 |
Cardinal Health
CAH
|
$2.57M |
| 5 |
United Bankshares
UBSI
|
$1.94M |
Sector Composition
| 1 | Financials | 7.08% |
| 2 | Technology | 5.52% |
| 3 | Energy | 5.4% |
| 4 | Industrials | 4.56% |
| 5 | Consumer Discretionary | 4.33% |
