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
$483M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$9.62M
3
+$2.67M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.08M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$1.36M

Top Sells

1
+$8.02M
2
+$1.11M
3
+$1.07M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$863K

Sector Composition

1 Financials 7.55%
2 Industrials 7.36%
3 Technology 7.1%
4 Healthcare 6.4%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.39%
73,557
-13,245
52
$1.84M 0.38%
47,736
-1,794
53
$1.79M 0.37%
41,755
+2,875
54
$1.78M 0.37%
22,280
-7,280
55
$1.78M 0.37%
49,230
+13,195
56
$1.76M 0.36%
18,760
+930
57
$1.72M 0.36%
22,959
-1,200
58
$1.69M 0.35%
35,435
+6,610
59
$1.67M 0.35%
48,423
-269
60
$1.59M 0.33%
26,471
-4,928
61
$1.53M 0.32%
24,800
+850
62
$1.49M 0.31%
11,865
+1,580
63
$1.49M 0.31%
11,230
64
$1.42M 0.29%
20,040
-1,445
65
$1.38M 0.29%
16,805
+3,305
66
$1.36M 0.28%
44,676
-200
67
$1.35M 0.28%
24,882
+340
68
$1.34M 0.28%
20,225
-2,954
69
$1.33M 0.28%
10,683
-3,765
70
$1.32M 0.27%
39,200
+12,800
71
$1.29M 0.27%
27,682
+428
72
$1.29M 0.27%
32,955
+3,222
73
$1.27M 0.26%
25,456
+880
74
$1.24M 0.26%
25,296
-3,754
75
$1.23M 0.25%
12,614
-473
1 2
3
4 5