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
76
$6.16M 0.33%
132,354
+90,253
77
$6.07M 0.33%
83,306
+16,803
78
$6.01M 0.33%
75,189
-4,214
79
$6M 0.32%
232,837
+49,018
80
$5.91M 0.32%
126,440
-50,279
81
$5.89M 0.32%
71,719
-3,469
82
$5.86M 0.32%
198,390
83
$5.57M 0.3%
49,001
-18,577
84
$5.5M 0.3%
231,252
85
$5.42M 0.29%
70,066
-8,628
86
$5.38M 0.29%
33,481
-745
87
$5.3M 0.29%
139,856
88
$5.26M 0.29%
111,852
-7,005
89
$5.05M 0.27%
69,010
+994
90
$5.05M 0.27%
545,807
+87,168
91
$5.04M 0.27%
58,142
-4,241
92
$5.04M 0.27%
149,554
-18,403
93
$5.03M 0.27%
73,212
+15,736
94
$5.01M 0.27%
56,857
-20,783
95
$4.91M 0.27%
96,222
+60,875
96
$4.89M 0.26%
29,292
-3,581
97
$4.89M 0.26%
113,727
-2,309
98
$4.83M 0.26%
47,128
+2,361
99
$4.8M 0.26%
62,678
-2,817
100
$4.76M 0.26%
207,975
+62,673