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
$500M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$1.83M
3
+$854K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$824K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$813K

Top Sells

1
+$32.5M
2
+$754K
3
+$663K
4
MTW icon
Manitowoc
MTW
+$626K
5
AMAT icon
Applied Materials
AMAT
+$584K

Sector Composition

1 Technology 6.97%
2 Financials 6.67%
3 Healthcare 5.95%
4 Industrials 5.49%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.58%
28,800
-130
27
$2.85M 0.57%
28,526
+629
28
$2.83M 0.57%
166,070
+12,343
29
$2.75M 0.55%
13,939
-2,413
30
$2.46M 0.49%
30,233
-1,117
31
$2.44M 0.49%
28,933
-7,850
32
$2.39M 0.48%
51,959
-2,020
33
$2.26M 0.45%
19,051
-1,207
34
$2.25M 0.45%
1,918
-1
35
$2.24M 0.45%
30,745
+167
36
$2.21M 0.44%
26,427
-154
37
$2.21M 0.44%
25,524
38
$2.18M 0.43%
19,804
-915
39
$2.05M 0.41%
70,333
+622
40
$2.03M 0.41%
18,687
-225
41
$2.02M 0.4%
16,881
+15
42
$1.96M 0.39%
35,505
-280
43
$1.91M 0.38%
38,305
-640
44
$1.9M 0.38%
21,363
+1,775
45
$1.87M 0.37%
58,480
+105
46
$1.87M 0.37%
37,915
-690
47
$1.85M 0.37%
37,083
-2,704
48
$1.84M 0.37%
65,554
-8,191
49
$1.82M 0.36%
42,760
-3,900
50
$1.78M 0.36%
11,035
-100
1
2
3 4 5