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
$397M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$3.64M
2 +$3.55M
3 +$3.46M
4
QCOM icon
Qualcomm
QCOM
+$3.21M
5
SYY icon
Sysco
SYY
+$3.15M

Top Sells

1 +$5.62M
2 +$5.12M
3 +$4.43M
4
GILD icon
Gilead Sciences
GILD
+$3.86M
5
CCL icon
Carnival Corp
CCL
+$3.84M

Sector Composition

1 Technology 17.22%
2 Financials 14.45%
3 Consumer Discretionary 11.58%
4 Industrials 8.07%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,596
202
-54,666
203
-6,250
204
-121,953
205
-74,010
206
-17,602
207
-16,611