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
$570M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$5.12M
3
+$4.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.65M

Top Sells

1
+$17.6M
2
+$7.8M
3
+$3.14M
4
RDN icon
Radian Group
RDN
+$2.55M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.37M

Sector Composition

1 Financials 6.75%
2 Healthcare 4.73%
3 Technology 4.69%
4 Consumer Staples 4.21%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.56%
38,153
-7,654
27
$3.12M 0.55%
57,293
+821
28
$3.09M 0.54%
33,595
+22,619
29
$3.07M 0.54%
39,373
+555
30
$3.03M 0.53%
52,076
-450
31
$2.94M 0.52%
28,653
-1,031
32
$2.73M 0.48%
161,858
-1,389
33
$2.7M 0.47%
103,791
+9,738
34
$2.65M 0.46%
+23,922
35
$2.58M 0.45%
24,622
+986
36
$2.58M 0.45%
70,500
-4,921
37
$2.45M 0.43%
37,982
+208
38
$2.42M 0.42%
28,538
+2,144
39
$2.25M 0.4%
29,299
-105
40
$2.23M 0.39%
21,168
+653
41
$2.23M 0.39%
22,273
-1,999
42
$2.21M 0.39%
23,874
+6
43
$2.19M 0.38%
10,729
-1,173
44
$2.16M 0.38%
27,158
+1,603
45
$2.15M 0.38%
1,622
46
$2.06M 0.36%
60,706
-394
47
$2.01M 0.35%
65,602
+2,713
48
$1.97M 0.35%
43,994
+725
49
$1.97M 0.34%
18,824
-3,064
50
$1.89M 0.33%
19,291
-251
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