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
$662M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$6.65M
3
+$5.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$35.8M
2
+$4.53M
3
+$1.84M
4
AMAT icon
Applied Materials
AMAT
+$1.07M
5
T icon
AT&T
T
+$858K

Sector Composition

1 Industrials 7.07%
2 Financials 5.32%
3 Consumer Staples 4.01%
4 Healthcare 3.81%
5 Technology 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.28%
16,866
-550
52
$1.86M 0.28%
18,027
-874
53
$1.85M 0.28%
35,684
+6,412
54
$1.82M 0.28%
17,226
-1,984
55
$1.79M 0.27%
40,839
-75
56
$1.75M 0.26%
14,583
-303
57
$1.73M 0.26%
40,904
+10,766
58
$1.73M 0.26%
11,938
-344
59
$1.71M 0.26%
27,054
-366
60
$1.68M 0.25%
50,556
-1,534
61
$1.62M 0.24%
35,595
-3,900
62
$1.61M 0.24%
29,726
+415
63
$1.57M 0.24%
65,268
+19,371
64
$1.57M 0.24%
1,612
65
$1.56M 0.24%
50,852
-27,955
66
$1.55M 0.23%
21,640
67
$1.53M 0.23%
10,406
-3,069
68
$1.53M 0.23%
25,736
-227
69
$1.43M 0.22%
10,216
-2,647
70
$1.35M 0.2%
11,659
71
$1.34M 0.2%
15,014
72
$1.34M 0.2%
13,800
+710
73
$1.34M 0.2%
37,200
-3,400
74
$1.33M 0.2%
15,688
+150
75
$1.27M 0.19%
40,259
+14,734
1 2
3
4 5