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
$916M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$943K
3
+$762K
4
META icon
Meta Platforms (Facebook)
META
+$636K
5
NVDA icon
NVIDIA
NVDA
+$598K

Top Sells

1
+$986K
2
+$675K
3
+$633K
4
COST icon
Costco
COST
+$628K
5
AAPL icon
Apple
AAPL
+$625K

Sector Composition

1 Financials 16.23%
2 Materials 11.47%
3 Healthcare 10.91%
4 Technology 10.1%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.41M 0.81%
54,644
-2,266
27
$7.37M 0.81%
106,974
-5,874
28
$7.37M 0.81%
48,565
+1,315
29
$7.11M 0.78%
116,312
+2,391
30
$6.91M 0.76%
39,724
-1,653
31
$6.9M 0.75%
112,874
-500
32
$6.73M 0.73%
27,639
-297
33
$6.61M 0.72%
148,074
-6,470
34
$6.35M 0.69%
85,275
+3,483
35
$6.34M 0.69%
141,383
-2,285
36
$6.34M 0.69%
155,219
-8,735
37
$6.32M 0.69%
41,853
+4,212
38
$6.24M 0.68%
25,789
+3,902
39
$6.13M 0.67%
47,220
+2,433
40
$5.71M 0.62%
37,193
+533
41
$5.36M 0.59%
63,598
-620
42
$5.2M 0.57%
166,203
-11,554
43
$5.12M 0.56%
132,568
-800
44
$4.93M 0.54%
61,321
-1,219
45
$4.88M 0.53%
197,822
-1,999
46
$4.85M 0.53%
24,508
+1,519
47
$4.83M 0.53%
83,828
-3,140
48
$4.76M 0.52%
73,018
-5,725
49
$4.73M 0.52%
61,004
+472
50
$4.71M 0.51%
50,780
-1,295
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