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
276
$274K 0.04%
4,086
277
$274K 0.04%
1,650
278
$267K 0.04%
11,975
279
$267K 0.04%
5,766
+15
280
$266K 0.04%
4,225
281
$263K 0.04%
3,538
-760
282
$261K 0.04%
+10,200
283
$260K 0.04%
16,774
-1,100
284
$259K 0.04%
6,150
-130
285
$259K 0.04%
6,080
286
$258K 0.04%
4,493
287
$250K 0.04%
3,400
288
$250K 0.04%
11,875
289
$240K 0.03%
4,980
-540
290
$239K 0.03%
9,281
-4,071
291
$234K 0.03%
16,870
+300
292
$234K 0.03%
5,570
293
$233K 0.03%
9,164
+1,625
294
$231K 0.03%
7,500
295
$225K 0.03%
2,540
296
$225K 0.03%
4,878
-569
297
$224K 0.03%
3,000
298
$223K 0.03%
+7,188
299
$221K 0.03%
10,000
300
$221K 0.03%
6,551
-113
10 11
12
13 14