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
51
$4.45M 0.49%
22,970
+410
52
$4.33M 0.47%
39,802
+1,138
53
$4.32M 0.47%
34,902
+486
54
$4.3M 0.47%
26,615
+942
55
$4.27M 0.47%
85,123
-5
56
$4.17M 0.46%
70,032
+340
57
$3.92M 0.43%
168,370
-5,970
58
$3.86M 0.42%
78,604
-1,100
59
$3.79M 0.41%
25,777
-919
60
$3.78M 0.41%
35,138
-1,017
61
$3.72M 0.41%
34,392
+601
62
$3.71M 0.41%
41,993
-1,988
63
$3.67M 0.4%
55,779
-1,673
64
$3.55M 0.39%
101,352
-1,504
65
$3.46M 0.38%
37,374
-6,836
66
$3.44M 0.38%
14,164
+1,070
67
$3.37M 0.37%
60,760
-645
68
$3.24M 0.35%
58,198
-900
69
$3.24M 0.35%
60,961
+6,344
70
$3.15M 0.34%
42,410
-1,130
71
$3.15M 0.34%
14,488
+847
72
$3.1M 0.34%
22,493
+425
73
$3.09M 0.34%
24,193
+1,957
74
$3.08M 0.34%
56,270
+1,049
75
$3.01M 0.33%
119,385
-4,737
1 2
3
4 5