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
$764M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.2M
3
+$973K
4
NDAQ icon
Nasdaq
NDAQ
+$739K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$737K

Top Sells

1
+$5.47M
2
+$2.64M
3
+$2.3M
4
GD icon
General Dynamics
GD
+$2.24M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.06M

Sector Composition

1 Industrials 7.42%
2 Financials 4.26%
3 Technology 3.59%
4 Consumer Staples 3.5%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.46%
120,860
-235
27
$3.32M 0.44%
22,320
+360
28
$3.19M 0.42%
50,284
+1,128
29
$3.15M 0.41%
38,454
-508
30
$3.08M 0.4%
33,819
+2,114
31
$3.01M 0.39%
27,000
+1,083
32
$2.99M 0.39%
12,953
-30
33
$2.96M 0.39%
46,123
+10,938
34
$2.81M 0.37%
57,820
+2,740
35
$2.81M 0.37%
21,706
+5,689
36
$2.8M 0.37%
25,915
-17,339
37
$2.73M 0.36%
71,679
+8,670
38
$2.67M 0.35%
22,727
+874
39
$2.54M 0.33%
21,958
+812
40
$2.44M 0.32%
72,058
+4,471
41
$2.37M 0.31%
44,171
+970
42
$2.33M 0.31%
9,284
+165
43
$2.3M 0.3%
23,331
+1,858
44
$2.17M 0.28%
16,075
-475
45
$2.15M 0.28%
29,506
-1,220
46
$2.11M 0.28%
17,787
-2,032
47
$2.08M 0.27%
14,039
+342
48
$2.08M 0.27%
39,403
49
$2.06M 0.27%
11,239
+489
50
$2.01M 0.26%
10,272
-280
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2
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