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
$718M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.25M
3
+$1.27M
4
META icon
Meta Platforms (Facebook)
META
+$729K
5
MSFT icon
Microsoft
MSFT
+$702K

Top Sells

1
+$8.56M
2
+$3.81M
3
+$2.32M
4
XOM icon
Exxon Mobil
XOM
+$1.99M
5
QCOM icon
Qualcomm
QCOM
+$1.77M

Sector Composition

1 Financials 14.93%
2 Materials 13.07%
3 Healthcare 13.03%
4 Technology 10.76%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.5%
76,179
-7,468
52
$3.47M 0.48%
95,013
-3,430
53
$3.42M 0.48%
88,275
-4,654
54
$3.29M 0.46%
40,353
+453
55
$3.25M 0.45%
80,800
-2,860
56
$3.16M 0.44%
65,980
-20,500
57
$3.13M 0.44%
23,793
-8,454
58
$3.01M 0.42%
43,712
-105
59
$2.95M 0.41%
47,209
+229
60
$2.85M 0.4%
48,454
+11,510
61
$2.83M 0.39%
108,864
-9,080
62
$2.8M 0.39%
80,346
-7,697
63
$2.79M 0.39%
44,989
-3,405
64
$2.71M 0.38%
50,823
-1,694
65
$2.69M 0.37%
8,609
+163
66
$2.68M 0.37%
34,306
-1,702
67
$2.65M 0.37%
62,133
-2,995
68
$2.63M 0.37%
20,631
-2,487
69
$2.62M 0.37%
38,540
-2,400
70
$2.62M 0.36%
60,434
-3,465
71
$2.61M 0.36%
60,668
+323
72
$2.58M 0.36%
38,666
+3,113
73
$2.57M 0.36%
24,546
+6,962
74
$2.54M 0.35%
17,534
-61
75
$2.53M 0.35%
43,156
-7,520
1 2
3
4 5