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
251
$456K 0.03%
+7,029
252
$451K 0.03%
+7,050
253
$439K 0.03%
+6,000
254
$428K 0.03%
+4,353
255
$425K 0.03%
+17,700
256
$414K 0.02%
+13,384
257
$404K 0.02%
+11,832
258
$390K 0.02%
+6,121
259
$384K 0.02%
+12,355
260
$383K 0.02%
+9,425
261
$375K 0.02%
+5,166
262
$372K 0.02%
+10,700
263
$370K 0.02%
+5,075
264
$356K 0.02%
+2,460
265
$351K 0.02%
+56,711
266
$343K 0.02%
+9,628
267
$338K 0.02%
+31
268
$337K 0.02%
+2,498
269
$314K 0.02%
+5,403
270
$310K 0.02%
+4,140
271
$301K 0.02%
+9,839
272
$300K 0.02%
+5,200
273
$299K 0.02%
+2,750
274
$299K 0.02%
+2,038
275
$291K 0.02%
+6,240
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