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
$644M
AUM Growth
+$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.6M
3
+$8.79M
4
LMT icon
Lockheed Martin
LMT
+$5.66M
5
WBA
Walgreens Boots Alliance
WBA
+$3.77M

Top Sells

1
+$3.85M
2
+$1.83M
3
+$903K
4
T icon
AT&T
T
+$802K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$752K

Sector Composition

1 Industrials 6.81%
2 Financials 5.37%
3 Healthcare 4.19%
4 Technology 3.88%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.29%
54,311
-572
52
$1.86M 0.29%
40,914
+692
53
$1.82M 0.28%
12,863
+479
54
$1.78M 0.28%
62,900
+2,000
55
$1.78M 0.28%
12,282
+819
56
$1.73M 0.27%
48,200
+26,600
57
$1.7M 0.26%
27,420
+7,088
58
$1.7M 0.26%
52,090
+704
59
$1.69M 0.26%
39,495
+1,500
60
$1.67M 0.26%
29,311
+17,370
61
$1.64M 0.25%
29,272
+1,697
62
$1.62M 0.25%
39,450
+525
63
$1.59M 0.25%
39,793
+7,602
64
$1.55M 0.24%
14,886
+908
65
$1.54M 0.24%
12,810
+5,857
66
$1.49M 0.23%
17,440
-405
67
$1.47M 0.23%
40,600
68
$1.4M 0.22%
29,854
-1,010
69
$1.39M 0.22%
17,514
+341
70
$1.37M 0.21%
25,963
+863
71
$1.37M 0.21%
15,808
+425
72
$1.37M 0.21%
30,138
+4,453
73
$1.33M 0.21%
15,014
+230
74
$1.32M 0.2%
11,659
+259
75
$1.3M 0.2%
21,640
1 2
3
4 5