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
$727M
AUM Growth
-$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.28M
3
+$2.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3M

Top Sells

1
+$6.07M
2
+$6.02M
3
+$4.41M
4
BA icon
Boeing
BA
+$3.71M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.39M

Sector Composition

1 Industrials 4.4%
2 Financials 4.2%
3 Technology 3.9%
4 Healthcare 3.43%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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