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
101
$1.74M 0.25%
8,397
-53
102
$1.71M 0.25%
35,553
-3,711
103
$1.7M 0.25%
29,733
-37
104
$1.64M 0.24%
46,451
+93
105
$1.64M 0.24%
13,365
-4,800
106
$1.62M 0.23%
41,090
-517
107
$1.62M 0.23%
34,157
+224
108
$1.62M 0.23%
20,379
-267
109
$1.61M 0.23%
22,928
-25
110
$1.61M 0.23%
14,785
+644
111
$1.58M 0.23%
17,584
+2,220
112
$1.58M 0.23%
10,962
+250
113
$1.56M 0.22%
64,400
-3,285
114
$1.46M 0.21%
46,649
+1,755
115
$1.44M 0.21%
31,066
-1,950
116
$1.41M 0.2%
18,392
+115
117
$1.4M 0.2%
47,695
118
$1.36M 0.2%
21,836
-75
119
$1.36M 0.2%
11,795
-420
120
$1.34M 0.19%
9,139
+545
121
$1.28M 0.18%
24,630
-388
122
$1.27M 0.18%
17,629
-861
123
$1.26M 0.18%
7,297
+1,225
124
$1.25M 0.18%
15,217
125
$1.25M 0.18%
4,213
-68
3 4
5
6 7