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
$1.08B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.67M
3
+$3.99M
4
AAP icon
Advance Auto Parts
AAP
+$3.39M
5
MDT icon
Medtronic
MDT
+$3.23M

Top Sells

1
+$4.62M
2
+$4.28M
3
+$4.13M
4
MMM icon
3M
MMM
+$3.48M
5
FHN icon
First Horizon
FHN
+$2.19M

Sector Composition

1 Consumer Discretionary 15.21%
2 Energy 14.41%
3 Technology 13.25%
4 Financials 11.63%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$772K 0.07%
3,597
+45
177
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3,911
-83
178
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180
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10,374
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182
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183
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184
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186
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187
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188
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193
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199
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