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
$568M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$20.5M
3
+$7.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.99M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.81M

Top Sells

1
+$22.5M
2
+$8.85M
3
+$6.69M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.78M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.91M

Sector Composition

1 Financials 5.81%
2 Technology 4.47%
3 Consumer Staples 4%
4 Healthcare 3.64%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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