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
$901M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.25M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
T icon
AT&T
T
+$971K

Top Sells

1
+$2.29M
2
+$2.15M
3
+$1.52M
4
TCF
TCF Financial Corporation Common Stock
TCF
+$1.45M
5
STJ
St Jude Medical
STJ
+$1.1M

Sector Composition

1 Financials 16.33%
2 Materials 11.71%
3 Healthcare 10.62%
4 Technology 10.48%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$458K 0.05%
8,808
252
$457K 0.05%
+10,067
253
$454K 0.05%
1,661
254
$452K 0.05%
+3,440
255
$446K 0.05%
3,234
+100
256
$441K 0.05%
33,071
257
$439K 0.05%
4,064
258
$438K 0.05%
2,987
259
$429K 0.05%
3,935
260
$427K 0.05%
8,493
-3,565
261
$425K 0.05%
8,175
262
$420K 0.05%
7,037
-425
263
$420K 0.05%
3,201
-75
264
$419K 0.05%
6,675
+1,000
265
$414K 0.05%
8,800
266
$411K 0.05%
2,941
-80
267
$410K 0.05%
6,225
268
$406K 0.05%
7,722
-612
269
$402K 0.04%
4,225
+1,400
270
$392K 0.04%
8,826
271
$389K 0.04%
5,256
272
$389K 0.04%
6,090
+500
273
$387K 0.04%
4,855
-1,172
274
$387K 0.04%
14,622
+609
275
$384K 0.04%
3,939
-385
9 10
11
12 13