CBU

CIBC Bank USA Portfolio holdings

AUM $756M
1-Year Est. Return 24.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.64M
3
+$5.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.36M

Top Sells

1
+$35.1M
2
+$4.45M
3
+$1.81M
4
AMAT icon
Applied Materials
AMAT
+$1.07M
5
T icon
AT&T
T
+$884K

Sector Composition

1 Industrials 7.07%
2 Financials 5.32%
3 Consumer Staples 4.01%
4 Healthcare 3.81%
5 Technology 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-13,210
277
– –
-517
278
– –
-2,110
8 9 10 11
12