CB

Chemical Bank Portfolio holdings

AUM $881M
1-Year Est. Return 4.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$942K
3 +$637K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$625K
5
ALGN icon
Align Technology
ALGN
+$603K

Top Sells

1 +$10.1M
2 +$3M
3 +$1.79M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.29M

Sector Composition

1 Financials 15.44%
2 Materials 12.73%
3 Technology 10.86%
4 Healthcare 9.63%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-5,457