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
76
$2.3M 0.33%
60,345
+2,190
77
$2.3M 0.33%
8,446
-389
78
$2.28M 0.33%
12,050
79
$2.26M 0.33%
52,517
-340
80
$2.25M 0.32%
131,477
-6,423
81
$2.22M 0.32%
39,093
+5
82
$2.15M 0.31%
51,183
+471
83
$2.15M 0.31%
27,329
-125
84
$2.15M 0.31%
33,430
-483
85
$2.13M 0.31%
37,825
+950
86
$2.12M 0.31%
20,840
+991
87
$2.12M 0.3%
36,944
+1,726
88
$2.1M 0.3%
37,272
-8
89
$2.02M 0.29%
22,323
-262
90
$1.95M 0.28%
27,067
-535
91
$1.95M 0.28%
67,156
+1,650
92
$1.9M 0.27%
22,819
-875
93
$1.89M 0.27%
99,823
-1,500
94
$1.86M 0.27%
14,849
-75
95
$1.84M 0.27%
37,051
-650
96
$1.84M 0.26%
67,250
+9,060
97
$1.82M 0.26%
29,129
+1,341
98
$1.82M 0.26%
50,415
+175
99
$1.81M 0.26%
9,443
-42
100
$1.81M 0.26%
144,510
+21,280
2 3
4
5 6