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
601
$266K 0.01%
+5,146
602
$266K 0.01%
7,658
+913
603
$263K 0.01%
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604
$262K 0.01%
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605
$262K 0.01%
8,107
-2,423
606
$260K 0.01%
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607
$259K 0.01%
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608
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$259K 0.01%
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611
$257K 0.01%
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612
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613
$251K 0.01%
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614
$251K 0.01%
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615
$250K 0.01%
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616
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$244K 0.01%
13,915
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623
$244K 0.01%
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624
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625
$243K 0.01%
6,300
-402