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
$483M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$9.62M
3
+$2.67M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.08M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$1.36M

Top Sells

1
+$8.02M
2
+$1.11M
3
+$1.07M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$863K

Sector Composition

1 Financials 7.55%
2 Industrials 7.36%
3 Technology 7.1%
4 Healthcare 6.4%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.07%
4,657
+1,220
227
$338K 0.07%
1,825
228
$337K 0.07%
+5,726
229
$334K 0.07%
6,347
230
$330K 0.07%
5,600
+200
231
$324K 0.07%
6,867
+1,027
232
$324K 0.07%
3,900
233
$323K 0.07%
4,530
-42
234
$320K 0.07%
3,766
-1,337
235
$310K 0.06%
7,375
-300
236
$308K 0.06%
4,000
237
$301K 0.06%
2,020
+170
238
$299K 0.06%
+5,480
239
$296K 0.06%
7,537
-153
240
$289K 0.06%
18,489
-3,131
241
$288K 0.06%
3,134
-3,193
242
$280K 0.06%
+1,517
243
$279K 0.06%
5,645
-6,392
244
$276K 0.06%
1,683
-555
245
$276K 0.06%
2,780
+40
246
$272K 0.06%
+4,652
247
$271K 0.06%
4,498
248
$270K 0.06%
1,530
-510
249
$268K 0.06%
10,788
250
$263K 0.05%
6,766
-73
8 9
10
11 12