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
$409M
AUM Growth
-$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$969K
3
+$611K
4
LNKD
LinkedIn Corporation
LNKD
+$574K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$461K

Top Sells

1
+$140M
2
+$91.4M
3
+$53.2M
4
XOM icon
Exxon Mobil
XOM
+$50.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$41.3M

Sector Composition

1 Financials 8.13%
2 Industrials 8%
3 Technology 7.82%
4 Healthcare 6.97%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33K 0.01%
10,900
-26,550
302
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-11,150
303
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-5,166
304
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-23,740
305
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-94,270
306
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-9,054
307
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-14,075
308
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-26,964
309
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-12,975
310
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-26,106
311
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312
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-76,582
313
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-17,760
314
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-2,860
315
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-47,518
316
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-1,490
317
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-31,400
318
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-5,075
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