CBU
CIBC Bank USA Portfolio holdings
AUM
$756M
1-Year Est. Return
24.68%
1 Year Est. Return
+24.68%
AUM
$756M
AUM Growth
+$51.4M
(+7.3%)
Holding
280
Top Buys
| 1 | +$8.64M | |
| 2 | +$1.61M | |
| 3 | +$1.34M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.33M |
| 5 |
Fidelity National Information Services
FIS
|
+$937K |
Top Sells
| 1 | +$9.86M | |
| 2 | +$2.43M | |
| 3 | +$1.78M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$968K |
| 5 |
eBay
EBAY
|
+$651K |
Sector Composition
| 1 | Technology | 5.89% |
| 2 | Financials | 5.39% |
| 3 | Consumer Discretionary | 4.58% |
| 4 | Healthcare | 4.36% |
| 5 | Industrials | 3.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Fox Class B
FOX
$26.3B
| – | – |
-7,471
|
|
||
277
Fox Class A
FOXA
$29.5B
| – | – |
-7,045
|
|
||
278
Henry Schein
HSIC
$8.61B
| – | – |
-4,491
|
|
||
279
iShares Core MSCI EAFE ETF
IEFA
$159B
| – | – |
-4,051
|
|
||
280
Vanguard Small-Cap Value ETF
VBR
$31.8B
| – | – |
-1,558
|
|