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
$450M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.46M
3
+$1.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.02M

Top Sells

1
+$1.52M
2
+$657K
3
+$574K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$531K
5
SYY icon
Sysco
SYY
+$522K

Sector Composition

1 Industrials 8.37%
2 Financials 8.13%
3 Technology 7.97%
4 Healthcare 6.76%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.38%
48,692
-1,766
52
$1.72M 0.38%
31,399
-200
53
$1.72M 0.38%
17,239
+5,565
54
$1.71M 0.38%
14,448
-856
55
$1.7M 0.38%
24,159
-852
56
$1.69M 0.38%
42,119
+1,839
57
$1.61M 0.36%
11,230
58
$1.61M 0.36%
21,485
+3,590
59
$1.6M 0.36%
38,880
+9,725
60
$1.5M 0.33%
17,830
-740
61
$1.44M 0.32%
29,050
+2,900
62
$1.43M 0.32%
81,000
63
$1.42M 0.31%
28,825
-157
64
$1.4M 0.31%
10,285
-85
65
$1.37M 0.31%
23,950
-300
66
$1.36M 0.3%
18,312
-209
67
$1.35M 0.3%
25,200
+4,739
68
$1.35M 0.3%
5,002
69
$1.34M 0.3%
12,774
-349
70
$1.34M 0.3%
34,975
+1,615
71
$1.33M 0.3%
26,260
-1,400
72
$1.33M 0.3%
23,179
-3,005
73
$1.31M 0.29%
4,125
-28
74
$1.3M 0.29%
44,876
-1,121
75
$1.27M 0.28%
27,254
+822
1 2
3
4 5