CBU

CIBC Bank USA Portfolio holdings

AUM $756M
1-Year Est. Return 24.68%
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$133M
3
+$58.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$54.7M
5
AAPL icon
Apple
AAPL
+$47.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.02%
2 Consumer Staples 9.9%
3 Industrials 8.98%
4 Healthcare 8.75%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$680K 0.04%
+49,800
227
$673K 0.04%
+10,405
228
$664K 0.04%
+25,124
229
$662K 0.04%
+40,000
230
$656K 0.04%
+94,270
231
$625K 0.04%
+9,238
232
$624K 0.04%
+11,600
233
$613K 0.04%
+15,372
234
$602K 0.04%
+13,178
235
$591K 0.03%
+38,280
236
$583K 0.03%
+12,032
237
$583K 0.03%
+21,001
238
$574K 0.03%
+25,750
239
$573K 0.03%
+7,050
240
$563K 0.03%
+9,045
241
$549K 0.03%
+6,472
242
$529K 0.03%
+26,346
243
$510K 0.03%
+9,054
244
$504K 0.03%
+10,113
245
$497K 0.03%
+10,270
246
$497K 0.03%
+4,000
247
$496K 0.03%
+4,160
248
$483K 0.03%
+7,202
249
$462K 0.03%
+27,000
250
$460K 0.03%
+25,005
8 9
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