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
$764M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.2M
3
+$973K
4
NDAQ icon
Nasdaq
NDAQ
+$739K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$737K

Top Sells

1
+$5.47M
2
+$2.64M
3
+$2.3M
4
GD icon
General Dynamics
GD
+$2.24M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.06M

Sector Composition

1 Industrials 7.42%
2 Financials 4.26%
3 Technology 3.59%
4 Consumer Staples 3.5%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.26%
76,200
+8,529
52
$1.9M 0.25%
64,105
+1,125
53
$1.81M 0.24%
71,328
-7,982
54
$1.8M 0.24%
32,180
+430
55
$1.78M 0.23%
46,348
-157
56
$1.77M 0.23%
10,100
-993
57
$1.76M 0.23%
36,478
+800
58
$1.76M 0.23%
16,739
+833
59
$1.75M 0.23%
11,160
-458
60
$1.73M 0.23%
12,711
+288
61
$1.72M 0.22%
24,595
-1,960
62
$1.68M 0.22%
30,464
-2,498
63
$1.67M 0.22%
20,852
-347
64
$1.64M 0.21%
40,205
65
$1.63M 0.21%
30,478
+156
66
$1.59M 0.21%
32,043
+7,411
67
$1.58M 0.21%
19,088
-1,675
68
$1.51M 0.2%
24,688
+1,600
69
$1.5M 0.2%
41,620
70
$1.5M 0.2%
31,220
+360
71
$1.41M 0.18%
31,367
-3,151
72
$1.32M 0.17%
9,712
+4,712
73
$1.27M 0.17%
17,082
+1,255
74
$1.23M 0.16%
9,872
-1,959
75
$1.2M 0.16%
9,651
-1,400
1 2
3
4 5