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
$915M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$2.23M
3
+$1.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.57M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.17M

Top Sells

1
+$1.67M
2
+$1.36M
3
+$909K
4
USB icon
US Bancorp
USB
+$825K
5
PFE icon
Pfizer
PFE
+$784K

Sector Composition

1 Financials 16.59%
2 Materials 11.73%
3 Technology 11.65%
4 Healthcare 9.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.33M 0.15%
12,707
+1,455
152
$1.31M 0.14%
11,252
+3,331
153
$1.3M 0.14%
60,564
154
$1.3M 0.14%
20,796
+630
155
$1.29M 0.14%
12,741
+1,118
156
$1.28M 0.14%
10,194
+648
157
$1.27M 0.14%
29,106
-524
158
$1.27M 0.14%
15,824
+724
159
$1.27M 0.14%
12,010
160
$1.26M 0.14%
13,144
161
$1.25M 0.14%
10,500
162
$1.23M 0.13%
43,287
+2,155
163
$1.22M 0.13%
10,351
+4,931
164
$1.21M 0.13%
8,850
+304
165
$1.21M 0.13%
8,867
+2,587
166
$1.2M 0.13%
21,990
+80
167
$1.18M 0.13%
15,299
+4,737
168
$1.17M 0.13%
+24,447
169
$1.16M 0.13%
14,974
+1,146
170
$1.15M 0.13%
24,412
+1,150
171
$1.13M 0.12%
9,985
-163
172
$1.12M 0.12%
31,977
+4,468
173
$1.08M 0.12%
13,493
+405
174
$1.07M 0.12%
5,060
+140
175
$1.06M 0.12%
13,241
+1,180
5 6
7
8 9