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
$756M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Sells

1 +$9.86M
2 +$2.43M
3 +$1.78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$968K
5
EBAY icon
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
AGG icon
276
iShares Core US Aggregate Bond ETF
AGG
$137B
-1,950
AXP icon
277
American Express
AXP
$247B
-1,822
CL icon
278
Colgate-Palmolive
CL
$68.2B
-4,425
EBAY icon
279
eBay
EBAY
$42.7B
-16,705
FOX icon
280
Fox Class B
FOX
$29.4B
-7,471