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
$915M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$2.23M
3
+$1.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.57M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.17M

Top Sells

1
+$1.67M
2
+$1.36M
3
+$909K
4
USB icon
US Bancorp
USB
+$825K
5
PFE icon
Pfizer
PFE
+$784K

Sector Composition

1 Financials 16.59%
2 Materials 11.73%
3 Technology 11.65%
4 Healthcare 9.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.23%
84,159
102
$2.05M 0.22%
23,971
-896
103
$2M 0.22%
27,506
+2,960
104
$1.98M 0.22%
19,088
+2,595
105
$1.97M 0.22%
9,496
+36
106
$1.95M 0.21%
44,521
+20,326
107
$1.95M 0.21%
12,106
-830
108
$1.93M 0.21%
17,100
-1,460
109
$1.91M 0.21%
27,605
-290
110
$1.9M 0.21%
29,458
-8,612
111
$1.89M 0.21%
13,950
+257
112
$1.89M 0.21%
27,591
-164
113
$1.86M 0.2%
36,816
-16,348
114
$1.82M 0.2%
18,312
-285
115
$1.82M 0.2%
13,094
+550
116
$1.81M 0.2%
11,406
-53
117
$1.79M 0.2%
20,583
+16
118
$1.77M 0.19%
26,980
+500
119
$1.76M 0.19%
23,278
+792
120
$1.75M 0.19%
15,913
-698
121
$1.72M 0.19%
18,817
-352
122
$1.69M 0.18%
24,274
+82
123
$1.68M 0.18%
18,817
-3,115
124
$1.67M 0.18%
18,363
-513
125
$1.66M 0.18%
21,884
+1,165
3 4
5
6 7