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
126
$1.3M 0.18%
10,245
-1,550
127
$1.25M 0.17%
6,355
-58
128
$1.25M 0.17%
48,795
-15,605
129
$1.25M 0.17%
15,663
+200
130
$1.23M 0.17%
14,592
-205
131
$1.22M 0.17%
17,136
-493
132
$1.2M 0.17%
56,664
+27
133
$1.18M 0.16%
33,340
+1,990
134
$1.18M 0.16%
17,686
-1,033
135
$1.15M 0.16%
45,678
-1,700
136
$1.15M 0.16%
44,909
137
$1.11M 0.15%
23,755
+68
138
$1.1M 0.15%
10,779
-210
139
$1.09M 0.15%
5,885
140
$1.09M 0.15%
7,945
-1,025
141
$1.09M 0.15%
19,625
-18,200
142
$1.08M 0.15%
9,599
-722
143
$1.08M 0.15%
9,826
144
$1.06M 0.15%
15,504
-2,404
145
$1.05M 0.15%
16,668
+1,745
146
$1.05M 0.15%
35,773
+462
147
$1.04M 0.15%
13,553
-1,664
148
$1.04M 0.14%
14,302
-645
149
$1.01M 0.14%
16,784
+5,554
150
$994K 0.14%
5,572
-605
4 5
6
7 8