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
$644M
AUM Growth
+$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.6M
3
+$8.79M
4
LMT icon
Lockheed Martin
LMT
+$5.66M
5
WBA
Walgreens Boots Alliance
WBA
+$3.77M

Top Sells

1
+$3.85M
2
+$1.83M
3
+$903K
4
T icon
AT&T
T
+$802K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$752K

Sector Composition

1 Industrials 6.81%
2 Financials 5.37%
3 Healthcare 4.19%
4 Technology 3.88%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.51%
44,305
-8,525
27
$3.25M 0.5%
63,556
-2,310
28
$3.06M 0.48%
26,768
+8,900
29
$2.96M 0.46%
84,080
-420
30
$2.64M 0.41%
55,751
+1,523
31
$2.61M 0.41%
+34,530
32
$2.57M 0.4%
78,807
-24,585
33
$2.54M 0.39%
26,110
-4,190
34
$2.54M 0.39%
29,952
+1,365
35
$2.52M 0.39%
61,523
-4,101
36
$2.34M 0.36%
23,928
+1,765
37
$2.34M 0.36%
176,064
+12,238
38
$2.27M 0.35%
21,457
+1,303
39
$2.27M 0.35%
28,689
+820
40
$2.24M 0.35%
39,197
+450
41
$2.21M 0.34%
66,026
+635
42
$2.16M 0.34%
23,535
-4,403
43
$2.05M 0.32%
27,104
44
$2.04M 0.32%
18,020
-354
45
$1.99M 0.31%
1,612
46
$1.98M 0.31%
18,901
-1,054
47
$1.98M 0.31%
19,210
+728
48
$1.97M 0.31%
13,475
-366
49
$1.88M 0.29%
8,973
-789
50
$1.87M 0.29%
17,416
+6,819
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