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
$1.7B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$133M
3
+$58.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$54.7M
5
AAPL icon
Apple
AAPL
+$47.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.02%
2 Consumer Staples 9.9%
3 Industrials 8.98%
4 Healthcare 8.75%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.14M 0.42%
+203,986
52
$6.95M 0.41%
+180,415
53
$6.78M 0.4%
+42,266
54
$6.73M 0.4%
+229,613
55
$6.72M 0.4%
+320,000
56
$6.2M 0.36%
+98,660
57
$5.94M 0.35%
+106,396
58
$5.76M 0.34%
+159,245
59
$5.66M 0.33%
+51,240
60
$5.61M 0.33%
+230,695
61
$5.34M 0.31%
+20,800
62
$5.33M 0.31%
+46,330
63
$5.06M 0.3%
+91,292
64
$5.03M 0.3%
+126,230
65
$4.79M 0.28%
+113,785
66
$4.76M 0.28%
+65,015
67
$4.71M 0.28%
+216,359
68
$4.67M 0.27%
+71,260
69
$4.63M 0.27%
+75,056
70
$4.42M 0.26%
+68,600
71
$4.4M 0.26%
+96,700
72
$4.39M 0.26%
+48,809
73
$4.3M 0.25%
+95,192
74
$4.26M 0.25%
+103,025
75
$4.24M 0.25%
+54,661
1 2
3
4 5