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
$901M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.25M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
T icon
AT&T
T
+$971K

Top Sells

1
+$2.29M
2
+$2.15M
3
+$1.52M
4
TCF
TCF Financial Corporation Common Stock
TCF
+$1.45M
5
STJ
St Jude Medical
STJ
+$1.1M

Sector Composition

1 Financials 16.33%
2 Materials 11.71%
3 Healthcare 10.62%
4 Technology 10.48%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.43M 0.83%
112,848
-1,998
27
$6.92M 0.77%
155,764
+8,688
28
$6.91M 0.77%
113,921
-284
29
$6.8M 0.76%
160,540
+3,700
30
$6.63M 0.74%
27,936
-563
31
$6.62M 0.73%
41,377
-1,195
32
$6.54M 0.73%
113,374
-818
33
$6.51M 0.72%
163,954
+1,675
34
$6.1M 0.68%
143,668
-5,795
35
$6.03M 0.67%
47,250
+7,342
36
$6.01M 0.67%
177,757
-2,276
37
$5.84M 0.65%
81,792
-3,320
38
$5.57M 0.62%
44,787
+1,806
39
$5.38M 0.6%
36,660
-850
40
$5.35M 0.59%
37,641
+2,467
41
$5.16M 0.57%
21,887
+507
42
$5.08M 0.56%
64,218
-1,446
43
$4.98M 0.55%
60,532
+2,439
44
$4.92M 0.55%
133,368
-5,010
45
$4.91M 0.54%
62,540
+186
46
$4.9M 0.54%
78,743
+5,204
47
$4.81M 0.53%
52,075
-1,411
48
$4.74M 0.53%
199,821
+5,259
49
$4.49M 0.5%
57,452
-766
50
$4.45M 0.49%
26,696
-994
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