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
$764M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.2M
3
+$973K
4
NDAQ icon
Nasdaq
NDAQ
+$739K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$737K

Top Sells

1
+$5.47M
2
+$2.64M
3
+$2.3M
4
GD icon
General Dynamics
GD
+$2.24M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.06M

Sector Composition

1 Industrials 7.42%
2 Financials 4.26%
3 Technology 3.59%
4 Consumer Staples 3.5%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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