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
101
$1.68M 0.23%
60,400
-6,850
102
$1.67M 0.23%
14,781
-4
103
$1.64M 0.23%
109,680
-9,940
104
$1.61M 0.22%
18,924
-3,895
105
$1.56M 0.22%
47,755
+60
106
$1.56M 0.22%
45,715
-736
107
$1.55M 0.22%
10,414
-548
108
$1.55M 0.22%
46,194
-455
109
$1.54M 0.22%
19,753
+16,215
110
$1.54M 0.22%
19,889
+3,176
111
$1.54M 0.21%
22,758
-170
112
$1.53M 0.21%
75,159
-53,790
113
$1.51M 0.21%
31,191
+125
114
$1.49M 0.21%
6,875
-1,522
115
$1.46M 0.2%
4,295
+82
116
$1.44M 0.2%
16,098
-2,294
117
$1.4M 0.19%
30,463
-3,694
118
$1.37M 0.19%
7,486
+189
119
$1.34M 0.19%
8,331
-4
120
$1.34M 0.19%
25,048
+418
121
$1.34M 0.19%
8,268
-232
122
$1.32M 0.18%
19,530
-2,306
123
$1.32M 0.18%
9,978
+400
124
$1.31M 0.18%
18,518
+2,543
125
$1.3M 0.18%
8,879
-260
3 4
5
6 7