CB

Chemical Bank Portfolio holdings

AUM $881M
1-Year Est. Return 4.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$68.3M
2 +$36.3M
3 +$15.7M
4
CVX icon
Chevron
CVX
+$9.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$8.77M

Top Sells

No sells this quarter

Sector Composition

1 Materials 14.33%
2 Financials 13.73%
3 Healthcare 11.58%
4 Technology 9.85%
5 Energy 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$124K 0.02%
+12,365
252
$100K 0.02%
+1,639
253
$80K 0.02%
+1,760
254
$20K ﹤0.01%
+11,900