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
$695M
AUM Growth
-$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.41M
3
+$2.27M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$842K

Top Sells

1
+$1.17M
2
+$875K
3
+$704K
4
MCK icon
McKesson
MCK
+$679K
5
KO icon
Coca-Cola
KO
+$612K

Sector Composition

1 Financials 15.01%
2 Healthcare 13.14%
3 Materials 12.18%
4 Technology 11.23%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$536K 0.08%
8,751
+1,334
202
$526K 0.08%
7,216
-6,232
203
$525K 0.08%
+10,046
204
$516K 0.07%
35,117
+1,000
205
$512K 0.07%
6,699
-800
206
$512K 0.07%
16,148
-5
207
$510K 0.07%
40,000
208
$509K 0.07%
7,510
-70
209
$505K 0.07%
15,376
-13,161
210
$504K 0.07%
4,614
+705
211
$491K 0.07%
5,386
212
$485K 0.07%
11,506
213
$484K 0.07%
4,987
214
$475K 0.07%
5,420
-810
215
$471K 0.07%
36,232
216
$467K 0.07%
17,105
-1,400
217
$466K 0.07%
9,525
-2,700
218
$465K 0.07%
15,021
+284
219
$464K 0.07%
7,234
220
$459K 0.07%
29,813
-550
221
$458K 0.07%
11,732
+100
222
$455K 0.07%
1,560
223
$451K 0.06%
11,720
+1,135
224
$443K 0.06%
3,653
-594
225
$439K 0.06%
11,226
7 8
9
10 11