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
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327
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-7,485
329
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-2,755
330
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332
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333
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335
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336
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337
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-27
338
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-16,990
339
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-7,015
340
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341
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342
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343
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