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
51
$3.64M 0.52%
114,740
+800
52
$3.57M 0.51%
165,788
-800
53
$3.56M 0.51%
98,443
-1,565
54
$3.38M 0.49%
44,016
+1,243
55
$3.31M 0.48%
119,620
+81,951
56
$3.29M 0.47%
83,660
-680
57
$3.18M 0.46%
36,008
+1,565
58
$3.15M 0.45%
72,740
-2,770
59
$3.04M 0.44%
39,900
+970
60
$2.99M 0.43%
88,043
-1,867
61
$2.92M 0.42%
50,676
-470
62
$2.89M 0.42%
46,980
-950
63
$2.88M 0.41%
117,944
-2,740
64
$2.88M 0.41%
41,364
-2,750
65
$2.87M 0.41%
92,929
-1,075
66
$2.82M 0.41%
48,394
+5,070
67
$2.79M 0.4%
128,949
-16,155
68
$2.77M 0.4%
63,899
-3,920
69
$2.74M 0.39%
57,041
-1,964
70
$2.68M 0.39%
40,940
-2,407
71
$2.67M 0.38%
65,128
-6,520
72
$2.59M 0.37%
43,817
+240
73
$2.52M 0.36%
23,118
-572
74
$2.32M 0.33%
46,248
-4,345
75
$2.3M 0.33%
17,595
+2,384
1 2
3
4 5