Asset Manager
← All Institutions
Cadence Bank
Market Value
$0
-100.0%
Holdings
327
-26
New Purchases
0
Added To
0
Closed
327
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 64 | $0 | 0% |
| Large Cap | 210 | $0 | 0% |
| Mid Cap | 43 | $0 | 0% |
| Small Cap | 9 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$220.5B
Median Market Cap
$57.8B
Avg P/E
32.8
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
237
# ETFs / Funds
90
Top Holdings (327 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALL | —% | — | — | — | -$2M | -11,075 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$1M | -43,681 | -100.0% | SOLD |
| 3 | ALB | —% | — | — | — | -$365K | -2,580 | -100.0% | SOLD |
| 4 | AMP | —% | — | — | — | -$4M | -9,087 | -100.0% | SOLD |
| 5 | ACN | —% | — | — | — | -$3M | -10,863 | -100.0% | SOLD |
| 6 | BRK-A | —% | — | — | — | -$755K | -1 | -100.0% | SOLD |
| 7 | BSM | —% | — | — | — | -$220K | -16,556 | -100.0% | SOLD |
| 8 | CB | —% | — | — | — | -$241K | -772 | -100.0% | SOLD |
| 9 | DIS | —% | — | — | — | -$1M | -13,064 | -100.0% | SOLD |
| 10 | CVX | —% | — | — | — | -$6M | -37,640 | -100.0% | SOLD |
| 11 | ED | —% | — | — | — | -$349K | -3,512 | -100.0% | SOLD |
| 12 | LYV | —% | — | — | — | -$1M | -10,055 | -100.0% | SOLD |
| 13 | NEE | —% | — | — | — | -$880K | -10,964 | -100.0% | SOLD |
| 14 | THO | —% | — | — | — | -$836K | -8,143 | -100.0% | SOLD |
| 15 | UBER | —% | — | — | — | -$275K | -3,366 | -100.0% | SOLD |
| 16 | HMC | —% | — | — | — | -$3M | -117,801 | -100.0% | SOLD |
| 17 | CVS | —% | — | — | — | -$374K | -4,715 | -100.0% | SOLD |
| 18 | NOW | —% | — | — | — | -$209K | -1,365 | -100.0% | SOLD |
| 19 | SA | —% | — | — | — | -$214K | -7,246 | -100.0% | SOLD |
| 20 | BMY | —% | — | — | — | -$13M | -232,856 | -100.0% | SOLD |
| 21 | XOM | —% | — | — | — | -$25M | -206,171 | -100.0% | SOLD |
| 22 | BEN | —% | — | — | — | -$10M | -433,043 | -100.0% | SOLD |
| 23 | CUBE | —% | — | — | — | -$4M | -112,150 | -100.0% | SOLD |
| 24 | CFG | —% | — | — | — | -$242K | -4,138 | -100.0% | SOLD |
| 25 | EGP | —% | — | — | — | -$623K | -3,500 | -100.0% | SOLD |
| 26 | FRT | —% | — | — | — | -$206K | -2,039 | -100.0% | SOLD |
| 27 | AMT | —% | — | — | — | -$384K | -2,190 | -100.0% | SOLD |
| 28 | PSX | —% | — | — | — | -$301K | -2,329 | -100.0% | SOLD |
| 29 | ZTS | —% | — | — | — | -$4M | -28,756 | -100.0% | SOLD |
| 30 | NTR | —% | — | — | — | -$8M | -137,195 | -100.0% | SOLD |
| 31 | D | —% | — | — | — | -$798K | -13,613 | -100.0% | SOLD |
| 32 | LYB | —% | — | — | — | -$210K | -4,853 | -100.0% | SOLD |
| 33 | ANET | —% | — | — | — | -$4M | -33,321 | -100.0% | SOLD |
| 34 | VOYA | —% | — | — | — | -$5M | -70,770 | -100.0% | SOLD |
| 35 | GE | —% | — | — | — | -$575K | -1,866 | -100.0% | SOLD |
| 36 | MUSA | —% | — | — | — | -$167M | -414,675 | -100.0% | SOLD |
| 37 | ICE | —% | — | — | — | -$205K | -1,264 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$5M | -38,006 | -100.0% | SOLD |
| 39 | FDX | —% | — | — | — | -$10M | -34,268 | -100.0% | SOLD |
| 40 | FNV | —% | — | — | — | -$484K | -2,335 | -100.0% | SOLD |
| 41 | ALK | —% | — | — | — | -$459K | -9,125 | -100.0% | SOLD |
| 42 | MS | —% | — | — | — | -$388K | -2,184 | -100.0% | SOLD |
| 43 | QSR | —% | — | — | — | -$10M | -152,079 | -100.0% | SOLD |
| 44 | AM | —% | — | — | — | -$712K | -40,000 | -100.0% | SOLD |
| 45 | GS | —% | — | — | — | -$4M | -4,104 | -100.0% | SOLD |
| 46 | HD | —% | — | — | — | -$5M | -15,380 | -100.0% | SOLD |
| 47 | WSM | —% | — | — | — | -$900K | -5,041 | -100.0% | SOLD |
| 48 | AXP | —% | — | — | — | -$2M | -6,472 | -100.0% | SOLD |
| 49 | EIX | —% | — | — | — | -$361K | -6,011 | -100.0% | SOLD |
| 50 | ABBV | —% | — | — | — | -$14M | -63,344 | -100.0% | SOLD |
| 51 | MO | —% | — | — | — | -$1M | -18,489 | -100.0% | SOLD |
| 52 | ECL | —% | — | — | — | -$562K | -2,141 | -100.0% | SOLD |
| 53 | AJG | —% | — | — | — | -$263K | -1,015 | -100.0% | SOLD |
| 54 | CL | —% | — | — | — | -$406K | -5,132 | -100.0% | SOLD |
| 55 | CRM | —% | — | — | — | -$1M | -4,099 | -100.0% | SOLD |
| 56 | CNP | —% | — | — | — | -$428K | -11,159 | -100.0% | SOLD |
| 57 | DRI | —% | — | — | — | -$2M | -8,524 | -100.0% | SOLD |
| 58 | BLK | —% | — | — | — | -$462K | -432 | -100.0% | SOLD |
| 59 | ET | —% | — | — | — | -$772K | -46,840 | -100.0% | SOLD |
| 60 | A | —% | — | — | — | -$352K | -2,585 | -100.0% | SOLD |
| 61 | LUMN | —% | — | — | — | -$78K | -10,000 | -100.0% | SOLD |
| 62 | EOG | —% | — | — | — | -$6M | -57,648 | -100.0% | SOLD |
| 63 | GM | —% | — | — | — | -$249K | -3,062 | -100.0% | SOLD |
| 64 | KRP | —% | — | — | — | -$184K | -15,625 | -100.0% | SOLD |
| 65 | GSK | —% | — | — | — | -$882K | -17,982 | -100.0% | SOLD |
| 66 | FHI | —% | — | — | — | -$7M | -128,345 | -100.0% | SOLD |
| 67 | WMB | —% | — | — | — | -$411K | -6,840 | -100.0% | SOLD |
| 68 | KO | —% | — | — | — | -$4M | -55,907 | -100.0% | SOLD |
| 69 | VZ | —% | — | — | — | -$2M | -41,708 | -100.0% | SOLD |
| 70 | LOW | —% | — | — | — | -$7M | -30,124 | -100.0% | SOLD |
| 71 | NKE | —% | — | — | — | -$11M | -168,458 | -100.0% | SOLD |
| 72 | UPS | —% | — | — | — | -$7M | -73,477 | -100.0% | SOLD |
| 73 | SPGI | —% | — | — | — | -$2M | -2,987 | -100.0% | SOLD |
| 74 | SSD | —% | — | — | — | -$1M | -6,848 | -100.0% | SOLD |
| 75 | LUV | —% | — | — | — | -$546K | -13,207 | -100.0% | SOLD |
| 76 | PM | —% | — | — | — | -$9M | -58,479 | -100.0% | SOLD |
| 77 | MTN | —% | — | — | — | -$9M | -65,986 | -100.0% | SOLD |
| 78 | PFE | —% | — | — | — | -$7M | -261,420 | -100.0% | SOLD |
| 79 | IBM | —% | — | — | — | -$5M | -18,264 | -100.0% | SOLD |
| 80 | MET | —% | — | — | — | -$894K | -11,326 | -100.0% | SOLD |
| 81 | GEV | —% | — | — | — | -$322K | -493 | -100.0% | SOLD |
| 82 | SHW | —% | — | — | — | -$460K | -1,420 | -100.0% | SOLD |
| 83 | WPC | —% | — | — | — | -$258K | -4,001 | -100.0% | SOLD |
| 84 | HPQ | —% | — | — | — | -$5M | -215,967 | -100.0% | SOLD |
| 85 | STZ | —% | — | — | — | -$332K | -2,409 | -100.0% | SOLD |
| 86 | DE | —% | — | — | — | -$1M | -2,940 | -100.0% | SOLD |
| 87 | ETR | —% | — | — | — | -$477K | -5,159 | -100.0% | SOLD |
| 88 | DHR | —% | — | — | — | -$3M | -11,583 | -100.0% | SOLD |
| 89 | GNL | —% | — | — | — | -$133K | -15,500 | -100.0% | SOLD |
| 90 | LMT | —% | — | — | — | -$1M | -2,355 | -100.0% | SOLD |
| 91 | TJX | —% | — | — | — | -$1M | -9,440 | -100.0% | SOLD |
| 92 | SYK | —% | — | — | — | -$286K | -814 | -100.0% | SOLD |
| 93 | EVR | —% | — | — | — | -$2M | -6,168 | -100.0% | SOLD |
| 94 | FHN | —% | — | — | — | -$468K | -19,600 | -100.0% | SOLD |
| 95 | SAN | —% | — | — | — | -$474K | -40,411 | -100.0% | SOLD |
| 96 | BAC-PL | —% | — | — | — | -$1M | -1,069 | -100.0% | SOLD |
| 97 | TSN | —% | — | — | — | -$750K | -12,791 | -100.0% | SOLD |
| 98 | CAT | —% | — | — | — | -$928K | -1,620 | -100.0% | SOLD |
| 99 | EE | —% | — | — | — | -$842K | -30,000 | -100.0% | SOLD |
| 100 | KMI | —% | — | — | — | -$17M | -630,146 | -100.0% | SOLD |