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
$1.06B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$83.1M
3 +$33.7M
4
CADE icon
Cadence Bank
CADE
+$20.9M
5
DEL
Deltic Timber
DEL
+$16.9M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.3%
2 Consumer Discretionary 9.58%
3 Financials 8.04%
4 Technology 3.75%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.02%
+1,159
202
$205K 0.02%
+4,454
203
$203K 0.02%
+11,995
204
$104K 0.01%
+17,602
205
$64K 0.01%
+1,200
206
$60K 0.01%
+21,800