CB

Chemical Bank Portfolio holdings

AUM $881M
1-Year Est. Return 4.47%
This Quarter Est. Return
1 Year Est. Return
+4.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.25M
3
+$1.27M
4
META icon
Meta Platforms (Facebook)
META
+$729K
5
MSFT icon
Microsoft
MSFT
+$702K

Top Sells

1
+$8.56M
2
+$3.81M
3
+$2.32M
4
XOM icon
Exxon Mobil
XOM
+$1.99M
5
QCOM icon
Qualcomm
QCOM
+$1.77M

Sector Composition

1 Financials 14.93%
2 Materials 13.07%
3 Healthcare 13.03%
4 Technology 10.76%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$445K 0.06%
3,605
-100
227
$442K 0.06%
4,650
228
$441K 0.06%
11,283
-1,803
229
$436K 0.06%
3,150
-1,050
230
$432K 0.06%
12,800
+2,600
231
$425K 0.06%
14,905
-2,200
232
$421K 0.06%
7,950
233
$417K 0.06%
+15,170
234
$416K 0.06%
8,780
235
$415K 0.06%
10,364
-152
236
$414K 0.06%
8,727
-6,737
237
$411K 0.06%
3,716
238
$410K 0.06%
2,800
239
$397K 0.06%
+6,170
240
$396K 0.06%
2
241
$390K 0.05%
4,826
-5,985
242
$388K 0.05%
7,315
+575
243
$386K 0.05%
7,949
-1,435
244
$382K 0.05%
8,805
+2,725
245
$378K 0.05%
5,927
246
$377K 0.05%
+4,097
247
$375K 0.05%
9,400
-125
248
$367K 0.05%
7,895
+2,129
249
$367K 0.05%
3,047
+50
250
$364K 0.05%
6,618
8 9
10
11 12