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
$966M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$921K
2 +$548K
3 +$472K
4
SPLK
Splunk Inc
SPLK
+$452K
5
ES icon
Eversource Energy
ES
+$371K

Top Sells

1 +$3.19M
2 +$2.64M
3 +$642K
4
AMGN icon
Amgen
AMGN
+$587K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$576K

Sector Composition

1 Financials 15.47%
2 Technology 12.61%
3 Materials 10.79%
4 Healthcare 10.07%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-12,000