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
$638M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$5.1M
2 +$4.84M
3 +$4.47M
4
ORI icon
Old Republic International
ORI
+$3.98M
5
MCD icon
McDonald's
MCD
+$3.85M

Top Sells

1 +$3.78M
2 +$2.5M
3 +$2.47M
4
IVZ icon
Invesco
IVZ
+$1.63M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$977K

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 13.21%
3 Financials 12.07%
4 Healthcare 9.71%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$125K 0.02%
20,237
202
-3,506
203
-50,000
204
-602
205
-47,389