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
$916M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$943K
3
+$762K
4
META icon
Meta Platforms (Facebook)
META
+$636K
5
NVDA icon
NVIDIA
NVDA
+$598K

Top Sells

1
+$986K
2
+$675K
3
+$633K
4
COST icon
Costco
COST
+$628K
5
AAPL icon
Apple
AAPL
+$625K

Sector Composition

1 Financials 16.23%
2 Materials 11.47%
3 Healthcare 10.91%
4 Technology 10.1%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.66M 0.18%
38,756
-938
127
$1.6M 0.17%
15,928
-93
128
$1.59M 0.17%
29,258
-913
129
$1.57M 0.17%
20,972
+277
130
$1.57M 0.17%
20,463
-100
131
$1.56M 0.17%
20,065
+202
132
$1.56M 0.17%
7,023
+4,402
133
$1.51M 0.17%
9,330
+405
134
$1.51M 0.16%
22,875
+5,005
135
$1.5M 0.16%
82,770
+3,288
136
$1.49M 0.16%
9,301
-3,929
137
$1.47M 0.16%
34,116
+3,272
138
$1.43M 0.16%
7,469
-40
139
$1.38M 0.15%
16,600
140
$1.38M 0.15%
11,160
-75
141
$1.38M 0.15%
26,309
-485
142
$1.35M 0.15%
11,550
-400
143
$1.34M 0.15%
10,749
+598
144
$1.33M 0.15%
10,073
-297
145
$1.28M 0.14%
8,838
-30
146
$1.27M 0.14%
36,274
+12,275
147
$1.26M 0.14%
32,928
+3,860
148
$1.24M 0.14%
31,911
-23
149
$1.24M 0.14%
29,967
-950
150
$1.24M 0.14%
16,068
+290
4 5
6
7 8