CB

Cadence Bank Portfolio holdings

AUM $1.71B
1-Year Est. Return 16.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.12M
3
+$2.16M
4
UPS icon
United Parcel Service
UPS
+$1.52M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.23M

Top Sells

1
+$16.9M
2
+$3.3M
3
+$2.07M
4
CADE
Cadence Bank
CADE
+$1.75M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$530K

Sector Composition

1 Energy 12.43%
2 Consumer Discretionary 9.14%
3 Financials 8.29%
4 Technology 4.01%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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