CCM
Cadence Capital Management Portfolio holdings
AUM
$415M
1-Year Return
11.01%
This Quarter Return
+2.44%
1 Year Return
-11.01%
3 Year Return
+0.73%
5 Year Return
+39.08%
10 Year Return
–
AUM
$2.13B
AUM Growth
–
Cap. Flow
+$2.13B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
9.57%
Holding
374
New
374
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$29M |
| 2 |
IBM
IBM
|
$25.7M |
| 3 |
Microsoft
MSFT
|
$22.9M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$21.8M |
| 5 |
Oracle
ORCL
|
$21.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Consumer Discretionary | 15.77% |
| 3 | Industrials | 14.43% |
| 4 | Healthcare | 11.21% |
| 5 | Financials | 6.34% |
