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
$570M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$5.12M
3
+$4.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.65M

Top Sells

1
+$17.6M
2
+$7.8M
3
+$3.14M
4
RDN icon
Radian Group
RDN
+$2.55M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.37M

Sector Composition

1 Financials 6.75%
2 Healthcare 4.73%
3 Technology 4.69%
4 Consumer Staples 4.21%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.32%
26,093
-144
52
$1.81M 0.32%
14,391
+388
53
$1.76M 0.31%
14,919
+189
54
$1.69M 0.3%
39,125
+175
55
$1.63M 0.29%
18,099
+300
56
$1.61M 0.28%
26,034
-139
57
$1.58M 0.28%
37,733
+277
58
$1.57M 0.28%
10,847
+285
59
$1.56M 0.27%
55,270
+6,748
60
$1.51M 0.27%
34,895
+1,200
61
$1.47M 0.26%
31,902
-51,534
62
$1.42M 0.25%
37,380
-82,800
63
$1.41M 0.25%
31,408
+77
64
$1.4M 0.24%
74,707
+28
65
$1.32M 0.23%
17,448
+758
66
$1.29M 0.23%
17,019
-657
67
$1.29M 0.23%
19,006
-1,050
68
$1.26M 0.22%
27,336
-2,600
69
$1.26M 0.22%
8,455
+1,007
70
$1.26M 0.22%
32,366
-7,389
71
$1.24M 0.22%
11,400
72
$1.23M 0.22%
41,040
+8
73
$1.23M 0.21%
20,680
+829
74
$1.23M 0.21%
20,405
+614
75
$1.21M 0.21%
28,211
-396
1 2
3
4 5