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
$568M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$20.5M
3
+$7.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.99M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.81M

Top Sells

1
+$22.5M
2
+$8.85M
3
+$6.69M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.78M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.91M

Sector Composition

1 Financials 5.81%
2 Technology 4.47%
3 Consumer Staples 4%
4 Healthcare 3.64%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.28%
40,222
-3,772
52
$1.6M 0.28%
12,384
-2,535
53
$1.57M 0.28%
51,386
-3,884
54
$1.56M 0.28%
73,900
-807
55
$1.49M 0.26%
27,575
+239
56
$1.48M 0.26%
17,845
-20,308
57
$1.47M 0.26%
38,925
+1,192
58
$1.43M 0.25%
13,978
-9,896
59
$1.42M 0.25%
30,864
-1,038
60
$1.42M 0.25%
17,038
-410
61
$1.37M 0.24%
8,400
-55
62
$1.36M 0.24%
25,100
-934
63
$1.3M 0.23%
17,173
+154
64
$1.28M 0.23%
40,600
-440
65
$1.26M 0.22%
32,191
-175
66
$1.25M 0.22%
+21,640
67
$1.23M 0.22%
11,400
68
$1.22M 0.22%
29,234
-2,174
69
$1.19M 0.21%
25,685
-2,526
70
$1.19M 0.21%
31,900
-5,480
71
$1.16M 0.2%
20,332
-348
72
$1.16M 0.2%
14,784
-468
73
$1.15M 0.2%
15,383
-13,916
74
$1.12M 0.2%
22,225
-431
75
$1.11M 0.2%
10,597
-872
1 2
3
4 5