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
$662M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$6.65M
3
+$5.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$35.8M
2
+$4.53M
3
+$1.84M
4
AMAT icon
Applied Materials
AMAT
+$1.07M
5
T icon
AT&T
T
+$858K

Sector Composition

1 Industrials 7.07%
2 Financials 5.32%
3 Consumer Staples 4.01%
4 Healthcare 3.81%
5 Technology 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.5%
25,962
-806
27
$3.3M 0.5%
82,140
-1,940
28
$3.29M 0.5%
23,198
-445
29
$3.17M 0.48%
30,290
+4,180
30
$3.04M 0.46%
48,032
-695
31
$3.03M 0.46%
122,175
-74,340
32
$2.99M 0.45%
33,347
+3,395
33
$2.92M 0.44%
59,962
+30,108
34
$2.62M 0.4%
24,041
+2,584
35
$2.6M 0.39%
166,379
-9,685
36
$2.53M 0.38%
39,372
+175
37
$2.52M 0.38%
34,585
+55
38
$2.38M 0.36%
26,829
-275
39
$2.38M 0.36%
60,460
-1,063
40
$2.24M 0.34%
50,586
-5,165
41
$2.21M 0.33%
18,116
+96
42
$2.16M 0.33%
67,363
+1,337
43
$2.16M 0.33%
23,274
-654
44
$2.15M 0.32%
27,284
-1,405
45
$2.09M 0.32%
23,687
+152
46
$2.05M 0.31%
49,000
+800
47
$2.02M 0.31%
17,497
+4,687
48
$2M 0.3%
62,900
49
$1.98M 0.3%
9,145
+172
50
$1.91M 0.29%
51,028
-3,283
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