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
151
$1.23M 0.13%
659
+157
152
$1.23M 0.13%
8,669
+125
153
$1.22M 0.13%
36,561
-1,287
154
$1.21M 0.13%
9,095
-190
155
$1.21M 0.13%
65,444
-60
156
$1.2M 0.13%
44,159
-500
157
$1.19M 0.13%
30,702
-1,070
158
$1.19M 0.13%
10,513
-503
159
$1.19M 0.13%
10,760
+1,788
160
$1.19M 0.13%
37,193
-2,205
161
$1.18M 0.13%
29,705
+953
162
$1.15M 0.13%
24,059
+580
163
$1.15M 0.13%
13,967
-615
164
$1.13M 0.12%
21,059
+8,900
165
$1.13M 0.12%
26,112
166
$1.12M 0.12%
9,513
+895
167
$1.11M 0.12%
36,907
-32,825
168
$1.09M 0.12%
18,037
-30
169
$1.09M 0.12%
9,617
+2,563
170
$1.06M 0.12%
11,793
-320
171
$1.03M 0.11%
15,540
-120
172
$1.03M 0.11%
11,623
+46
173
$1.02M 0.11%
13,066
+780
174
$1.01M 0.11%
18,771
-106
175
$991K 0.11%
5,202
5 6
7
8 9