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
251
$258K 0.05%
+3,112
252
$256K 0.05%
11,194
-1,446
253
$256K 0.05%
12,000
254
$255K 0.05%
26,400
-18,000
255
$254K 0.05%
1,270
256
$254K 0.05%
4,780
-1,870
257
$250K 0.05%
3,953
+38
258
$250K 0.05%
4,240
-430
259
$249K 0.05%
+5,857
260
$243K 0.05%
6,081
-546
261
$241K 0.05%
9,993
262
$241K 0.05%
+4,941
263
$241K 0.05%
+2,775
264
$241K 0.05%
4,516
+380
265
$240K 0.05%
1,939
-555
266
$240K 0.05%
+30,140
267
$240K 0.05%
400
-80
268
$238K 0.05%
4,490
269
$237K 0.05%
3,780
+410
270
$234K 0.05%
2,780
-25
271
$233K 0.05%
3,935
-508
272
$233K 0.05%
7,695
-3,620
273
$232K 0.05%
2,345
-2,877
274
$229K 0.05%
4,530
-400
275
$229K 0.05%
2,100
-1,440
9 10
11
12 13