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
$1.7B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$133M
3
+$58.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$54.7M
5
AAPL icon
Apple
AAPL
+$47.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.02%
2 Consumer Staples 9.9%
3 Industrials 8.98%
4 Healthcare 8.75%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.86%
+126,669
27
$14.4M 0.85%
+359,940
28
$14.4M 0.85%
+140,240
29
$14.3M 0.84%
+226,773
30
$13.6M 0.8%
+186,707
31
$13.2M 0.78%
+72,327
32
$12.4M 0.73%
+565,070
33
$12.3M 0.72%
+277,654
34
$12.1M 0.71%
+454,159
35
$12M 0.71%
+370,552
36
$11.7M 0.69%
+210,575
37
$11.6M 0.68%
+150,380
38
$10.5M 0.62%
+300,550
39
$10.3M 0.61%
+123,079
40
$10.1M 0.6%
+104,614
41
$9.02M 0.53%
+179,347
42
$8.85M 0.52%
+89,366
43
$8.82M 0.52%
+192,988
44
$8.4M 0.49%
+294,368
45
$7.8M 0.46%
+291,563
46
$7.79M 0.46%
+90,135
47
$7.67M 0.45%
+596,247
48
$7.46M 0.44%
+66,670
49
$7.41M 0.44%
+216,875
50
$7.17M 0.42%
+31,735
1
2
3 4 5