CCM

Cadence Capital Management Portfolio holdings

AUM $415M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
-11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.2M
3
+$8.11M
4
AVGO icon
Broadcom
AVGO
+$4.22M
5
MS icon
Morgan Stanley
MS
+$4.2M

Top Sells

1
+$11.9M
2
+$8.45M
3
+$6.17M
4
LHCG
LHC Group LLC
LHCG
+$3.33M
5
CL icon
Colgate-Palmolive
CL
+$2.74M

Sector Composition

1 Energy 21.44%
2 Financials 13.08%
3 Healthcare 12.17%
4 Technology 10.27%
5 Industrials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$993K 0.05%
5,574
+1,834
402
$991K 0.05%
7,762
+383
403
$984K 0.05%
26,891
-648
404
$974K 0.05%
5,589
-199
405
$970K 0.05%
6,353
+1,153
406
$963K 0.05%
4,215
+877
407
$953K 0.05%
14,280
-2,533
408
$948K 0.05%
32,843
-39,183
409
$939K 0.05%
12,173
-878
410
$928K 0.05%
27,304
-8,710
411
$917K 0.05%
44,894
+7,508
412
$916K 0.05%
9,857
-325
413
$911K 0.05%
9,067
+1,958
414
$896K 0.05%
12,266
+4,879
415
$893K 0.05%
7,255
-328
416
$886K 0.05%
6,372
+2,313
417
$884K 0.05%
2,188
+519
418
$884K 0.05%
54,491
-1,732
419
$875K 0.05%
10,740
-486
420
$874K 0.05%
14,220
-2,999
421
$872K 0.05%
12,447
-746
422
$872K 0.05%
+6,865
423
$861K 0.05%
12,216
-1,344
424
$850K 0.05%
5,849
+904
425
$846K 0.05%
5,143
+2
15 16
17
18 19