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
$688M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$5.86M
3 +$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.91M

Top Sells

1 +$2.08M
2 +$1.91M
3 +$1.76M
4
BAC icon
Bank of America
BAC
+$1.53M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M

Sector Composition

1 Industrials 7.05%
2 Financials 4.49%
3 Consumer Staples 3.63%
4 Healthcare 3.31%
5 Technology 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,717