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
$450M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.46M
3
+$1.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.02M

Top Sells

1
+$1.52M
2
+$657K
3
+$574K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$531K
5
SYY icon
Sysco
SYY
+$522K

Sector Composition

1 Industrials 8.37%
2 Financials 8.13%
3 Technology 7.97%
4 Healthcare 6.76%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343K 0.08%
8,730
227
$343K 0.08%
7,772
228
$338K 0.08%
3,540
229
$336K 0.07%
6,650
230
$333K 0.07%
21,620
+480
231
$331K 0.07%
8,000
232
$331K 0.07%
6,347
-242
233
$330K 0.07%
3,556
+551
234
$329K 0.07%
2,040
235
$328K 0.07%
3,600
-556
236
$327K 0.07%
+3,900
237
$326K 0.07%
7,015
-1,470
238
$324K 0.07%
4,310
239
$312K 0.07%
5,640
+490
240
$306K 0.07%
7,690
+978
241
$301K 0.07%
11,315
-200
242
$295K 0.07%
27
+1
243
$294K 0.07%
1,825
-105
244
$289K 0.06%
480
+61
245
$289K 0.06%
4,572
+902
246
$285K 0.06%
2,494
+85
247
$284K 0.06%
12,000
248
$281K 0.06%
5,840
+1,015
249
$275K 0.06%
1,270
-70
250
$274K 0.06%
+5,400
8 9
10
11 12