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
126
$1.36M 0.13%
52,500
+148
127
$1.36M 0.12%
2,867
+2
128
$1.31M 0.12%
2,765
-26
129
$1.29M 0.12%
4,024
-7
130
$1.28M 0.12%
3,727
-87
131
$1.28M 0.12%
5,770
-473
132
$1.23M 0.11%
7,438
-378
133
$1.22M 0.11%
11,105
-420
134
$1.2M 0.11%
19,293
135
$1.19M 0.11%
36,566
-19,529
136
$1.18M 0.11%
31,268
-684
137
$1.17M 0.11%
3,036
138
$1.17M 0.11%
28,604
-148
139
$1.15M 0.11%
16,446
-1,206
140
$1.14M 0.1%
2,547
+99
141
$1.13M 0.1%
16,256
+40
142
$1.09M 0.1%
8,108
-98
143
$1.05M 0.1%
5,489
+60
144
$1.05M 0.1%
54,618
+1,459
145
$1.03M 0.09%
14,152
-5,078
146
$1.02M 0.09%
4,234
-3,915
147
$1.01M 0.09%
83,764
148
$1.01M 0.09%
11,115
+876
149
$1.01M 0.09%
10,479
-270
150
$1M 0.09%
15,332
-214
4 5
6
7 8