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
151
$1.22M 0.14%
11,235
152
$1.21M 0.13%
8,868
+125
153
$1.2M 0.13%
30,917
-600
154
$1.2M 0.13%
31,934
-60
155
$1.18M 0.13%
8,544
-755
156
$1.17M 0.13%
27,782
-726
157
$1.17M 0.13%
23,479
+500
158
$1.17M 0.13%
65,504
-8,360
159
$1.15M 0.13%
31,772
-650
160
$1.13M 0.12%
26,112
-635
161
$1.12M 0.12%
37,848
-333
162
$1.1M 0.12%
12,677
+315
163
$1.08M 0.12%
18,499
-500
164
$1.07M 0.12%
17,870
+6,215
165
$1.07M 0.12%
15,673
-2,140
166
$1.06M 0.12%
12,113
-3,185
167
$1.04M 0.12%
15,214
-1,561
168
$1.02M 0.11%
8,618
-8
169
$988K 0.11%
29,068
+15,312
170
$980K 0.11%
33,225
-36,882
171
$962K 0.11%
8,972
-205
172
$959K 0.11%
29,891
-680
173
$937K 0.1%
18,067
-3,649
174
$933K 0.1%
11,577
+1,357
175
$932K 0.1%
15,660
-4,699
5 6
7
8 9