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
$901M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.25M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
T icon
AT&T
T
+$971K

Top Sells

1
+$2.29M
2
+$2.15M
3
+$1.52M
4
TCF
TCF Financial Corporation Common Stock
TCF
+$1.45M
5
STJ
St Jude Medical
STJ
+$1.1M

Sector Composition

1 Financials 16.33%
2 Materials 11.71%
3 Healthcare 10.62%
4 Technology 10.48%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.61M 0.18%
31,880
-1,979
127
$1.6M 0.18%
20,563
-110
128
$1.58M 0.18%
+7,251
129
$1.57M 0.17%
20,695
130
$1.56M 0.17%
16,021
-4,509
131
$1.56M 0.17%
30,171
-1,583
132
$1.49M 0.17%
63,000
+52,300
133
$1.48M 0.16%
26,794
-3,111
134
$1.4M 0.16%
28,752
-2,130
135
$1.39M 0.15%
16,600
136
$1.35M 0.15%
8,925
+40
137
$1.33M 0.15%
30,020
+6,480
138
$1.32M 0.15%
22,443
+2,725
139
$1.29M 0.14%
7,509
-37
140
$1.27M 0.14%
15,778
+45
141
$1.27M 0.14%
32,138
-2,800
142
$1.26M 0.14%
11,016
-550
143
$1.26M 0.14%
30,844
+22,809
144
$1.25M 0.14%
9,285
-130
145
$1.23M 0.14%
79,482
-480
146
$1.23M 0.14%
39,398
-11,340
147
$1.23M 0.14%
44,659
-500
148
$1.23M 0.14%
10,151
+1,034
149
$1.23M 0.14%
10,370
150
$1.23M 0.14%
14,582
-650
4 5
6
7 8