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
$695M
AUM Growth
-$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.41M
3
+$2.27M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$842K

Top Sells

1
+$1.17M
2
+$875K
3
+$704K
4
MCK icon
McKesson
MCK
+$679K
5
KO icon
Coca-Cola
KO
+$612K

Sector Composition

1 Financials 15.01%
2 Healthcare 13.14%
3 Materials 12.18%
4 Technology 11.23%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$347K 0.05%
11,084
252
$346K 0.05%
3,155
253
$342K 0.05%
9,112
+22
254
$341K 0.05%
6,292
255
$341K 0.05%
2,997
256
$339K 0.05%
10,366
-2,464
257
$338K 0.05%
20,125
+2,500
258
$336K 0.05%
6,740
-218
259
$330K 0.05%
+3,752
260
$323K 0.05%
3,613
261
$321K 0.05%
8,327
+1,000
262
$319K 0.05%
2,751
-334
263
$317K 0.05%
4,800
-339
264
$316K 0.05%
7,600
265
$313K 0.05%
6,750
266
$312K 0.04%
4,900
267
$305K 0.04%
3,705
+240
268
$294K 0.04%
9,016
269
$292K 0.04%
5,850
-300
270
$291K 0.04%
7,200
271
$290K 0.04%
2,685
272
$288K 0.04%
3,625
273
$279K 0.04%
15,450
+4,250
274
$279K 0.04%
3,794
275
$278K 0.04%
4,360
+9
9 10
11
12 13