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
$618M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$2.76M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.73M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$861K

Top Sells

1
+$20.5M
2
+$7.65M
3
+$4.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.52M
5
PH icon
Parker-Hannifin
PH
+$3.13M

Sector Composition

1 Financials 4.48%
2 Technology 4.24%
3 Healthcare 4.11%
4 Industrials 3.76%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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