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
$483M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$9.62M
3
+$2.67M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.08M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$1.36M

Top Sells

1
+$8.02M
2
+$1.11M
3
+$1.07M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$863K

Sector Composition

1 Financials 7.55%
2 Industrials 7.36%
3 Technology 7.1%
4 Healthcare 6.4%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$227K 0.05%
7,475
+200
277
$226K 0.05%
3,812
278
$226K 0.05%
14,281
+830
279
$223K 0.05%
+2,510
280
$223K 0.05%
3,081
-34
281
$221K 0.05%
+17,372
282
$221K 0.05%
4,071
-471
283
$219K 0.05%
1,750
284
$219K 0.05%
4,450
285
$217K 0.04%
+5,760
286
$217K 0.04%
+3,625
287
$216K 0.04%
3,225
-125
288
$216K 0.04%
2,436
-500
289
$213K 0.04%
12,385
-780
290
$213K 0.04%
2,240
291
$212K 0.04%
11,045
292
$212K 0.04%
+5,685
293
$210K 0.04%
8,135
-8,985
294
$209K 0.04%
+6,450
295
$206K 0.04%
+2,517
296
$205K 0.04%
+4,739
297
$204K 0.04%
+3,089
298
$204K 0.04%
1,112
299
$204K 0.04%
2,990
-2
300
$203K 0.04%
+6,098
10 11
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