CB
Chemical Bank Portfolio holdings
AUM
$881M
1-Year Est. Return
4.47%
1 Year Est. Return
+4.47%
AUM
$887M
AUM Growth
+$79M
(+9.8%)
Holding
353
Top Buys
| 1 | +$792K | |
| 2 | +$692K | |
| 3 | +$656K | |
| 4 |
Walt Disney
DIS
|
+$606K |
| 5 |
Broadcom
AVGO
|
+$566K |
Top Sells
| 1 | +$3.74M | |
| 2 | +$1.44M | |
| 3 | +$1.33M | |
| 4 |
Chevron
CVX
|
+$970K |
| 5 |
ATVI
Activision Blizzard
ATVI
|
+$637K |
Sector Composition
| 1 | Financials | 13.47% |
| 2 | Technology | 13.07% |
| 3 | Healthcare | 10.71% |
| 4 | Materials | 9.03% |
| 5 | Industrials | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Welltower
WELL
$129B
| – | – |
-3,024
|
|
||
|
VVC
352
DELISTED
Vectren Corporation
VVC
| – | – |
-6,300
|
|
||
|
ATVI
353
DELISTED
Activision Blizzard
ATVI
| – | – |
-13,671
|
|