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
$450M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.46M
3
+$1.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.02M

Top Sells

1
+$1.52M
2
+$657K
3
+$574K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$531K
5
SYY icon
Sysco
SYY
+$522K

Sector Composition

1 Industrials 8.37%
2 Financials 8.13%
3 Technology 7.97%
4 Healthcare 6.76%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$232K 0.05%
4,450
+140
277
$231K 0.05%
+7,800
278
$225K 0.05%
+3,159
279
$224K 0.05%
3,350
280
$222K 0.05%
6,450
281
$222K 0.05%
+2,240
282
$221K 0.05%
3,915
283
$221K 0.05%
+3,370
284
$220K 0.05%
+6,919
285
$216K 0.05%
+4,136
286
$216K 0.05%
+11,045
287
$212K 0.05%
+2,755
288
$212K 0.05%
1,112
289
$211K 0.05%
2,992
290
$211K 0.05%
3,100
-100
291
$211K 0.05%
13,451
+1,665
292
$208K 0.05%
8,720
-8,680
293
$205K 0.05%
+9,208
294
$203K 0.05%
+3,812
295
$202K 0.04%
+2,570
296
$200K 0.04%
+4,935
297
$186K 0.04%
11,810
298
$177K 0.04%
1,750
299
$157K 0.03%
17,450
300
$154K 0.03%
+11,014
9 10 11
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