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
26
$5.9M 0.85%
30,600
-414
27
$5.81M 0.84%
78,386
-4,325
28
$5.41M 0.78%
56,027
-90
29
$5.18M 0.75%
119,604
-924
30
$5.11M 0.74%
93,859
-417
31
$5.03M 0.72%
191,428
-6,416
32
$4.71M 0.68%
25,657
-220
33
$4.67M 0.67%
56,392
+425
34
$4.55M 0.65%
65,911
-2,327
35
$4.52M 0.65%
136,521
-1,183
36
$4.52M 0.65%
84,040
-21,693
37
$4.47M 0.64%
32,247
-1,006
38
$4.16M 0.6%
51,382
+660
39
$4.1M 0.59%
206,144
-5,354
40
$4.08M 0.59%
35,304
-1,404
41
$4.04M 0.58%
71,908
-2,403
42
$4.01M 0.58%
83,647
-5,466
43
$3.91M 0.56%
41,525
-700
44
$3.89M 0.56%
32,827
-724
45
$3.89M 0.56%
39,578
-429
46
$3.88M 0.56%
35,858
+514
47
$3.87M 0.56%
56,077
+12,210
48
$3.82M 0.55%
86,480
-2,805
49
$3.82M 0.55%
86,246
-3,631
50
$3.81M 0.55%
34,851
+2,043
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