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
$530M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$12.2M
3 +$4.25M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.05M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.36M

Top Sells

1 +$3.5M
2 +$977K
3 +$912K
4
BAC icon
Bank of America
BAC
+$715K
5
WMT icon
Walmart Inc
WMT
+$677K

Sector Composition

1 Technology 6.73%
2 Financials 6.12%
3 Industrials 5.69%
4 Healthcare 5.64%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,517
327
-4,450