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
$409M
AUM Growth
-$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$969K
3
+$611K
4
LNKD
LinkedIn Corporation
LNKD
+$574K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$461K

Top Sells

1
+$140M
2
+$91.4M
3
+$53.2M
4
XOM icon
Exxon Mobil
XOM
+$50.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$41.3M

Sector Composition

1 Financials 8.13%
2 Industrials 8%
3 Technology 7.82%
4 Healthcare 6.97%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.39%
31,599
-94,430
52
$1.58M 0.39%
50,458
-243,910
53
$1.55M 0.38%
25,011
-245,576
54
$1.51M 0.37%
25,244
55
$1.45M 0.35%
40,280
-189,333
56
$1.44M 0.35%
18,570
-131,810
57
$1.42M 0.35%
81,000
-82,866
58
$1.41M 0.34%
26,184
-251,470
59
$1.4M 0.34%
43,935
-172,940
60
$1.35M 0.33%
28,982
-150,365
61
$1.35M 0.33%
7,635
-64,692
62
$1.34M 0.33%
27,660
-11,890
63
$1.34M 0.33%
11,931
-3,019
64
$1.31M 0.32%
34,408
-71,192
65
$1.29M 0.32%
24,250
-25,650
66
$1.28M 0.31%
11,230
-21,875
67
$1.27M 0.31%
31,124
-149,291
68
$1.25M 0.31%
27,491
-63,662
69
$1.25M 0.3%
18,521
-222,626
70
$1.25M 0.3%
26,150
-54,100
71
$1.24M 0.3%
20,750
-42,400
72
$1.22M 0.3%
10,370
-129,870
73
$1.2M 0.29%
13,123
-77,012
74
$1.2M 0.29%
24,576
-25,290
75
$1.19M 0.29%
26,432
-39,563
1 2
3
4 5