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
$916M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$943K
3
+$762K
4
META icon
Meta Platforms (Facebook)
META
+$636K
5
NVDA icon
NVIDIA
NVDA
+$598K

Top Sells

1
+$986K
2
+$675K
3
+$633K
4
COST icon
Costco
COST
+$628K
5
AAPL icon
Apple
AAPL
+$625K

Sector Composition

1 Financials 16.23%
2 Materials 11.47%
3 Healthcare 10.91%
4 Technology 10.1%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$412K 0.05%
6,882
+916
277
$407K 0.04%
14,159
-463
278
$406K 0.04%
6,375
-300
279
$398K 0.04%
7,499
-53
280
$397K 0.04%
8,800
281
$396K 0.04%
7,540
282
$393K 0.04%
7,270
283
$391K 0.04%
8,450
+85
284
$384K 0.04%
2,669
-272
285
$382K 0.04%
+4,416
286
$382K 0.04%
27,893
-5,178
287
$381K 0.04%
8,175
288
$380K 0.04%
4,855
289
$379K 0.04%
3,201
290
$377K 0.04%
5,865
-75
291
$374K 0.04%
2,910
-15
292
$373K 0.04%
6,000
293
$372K 0.04%
20,025
-100
294
$369K 0.04%
7,500
295
$368K 0.04%
10,000
296
$363K 0.04%
4,320
297
$363K 0.04%
3,965
-260
298
$355K 0.04%
3,250
-100
299
$349K 0.04%
3,188
+122
300
$345K 0.04%
3,808
-131
10 11
12
13 14