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
$727M
AUM Growth
-$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.28M
3
+$2.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3M

Top Sells

1
+$6.07M
2
+$6.02M
3
+$4.41M
4
BA icon
Boeing
BA
+$3.71M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.39M

Sector Composition

1 Industrials 4.4%
2 Financials 4.2%
3 Technology 3.9%
4 Healthcare 3.43%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.27%
70,407
+1,245
52
$1.86M 0.26%
7,594
-2,406
53
$1.84M 0.25%
41,786
-1,309
54
$1.74M 0.24%
35,082
-16,728
55
$1.73M 0.24%
31,080
-360
56
$1.68M 0.23%
41,067
57
$1.64M 0.23%
17,189
-400
58
$1.61M 0.22%
11,670
-334
59
$1.58M 0.22%
65,182
+3,341
60
$1.56M 0.21%
23,292
-976
61
$1.54M 0.21%
14,010
-1,825
62
$1.52M 0.21%
75,122
+13,196
63
$1.48M 0.2%
26,649
-2,736
64
$1.46M 0.2%
51,075
-4,416
65
$1.34M 0.19%
28,276
-1,408
66
$1.34M 0.18%
14,894
-3,575
67
$1.34M 0.18%
31,046
+704
68
$1.33M 0.18%
8,072
-343
69
$1.31M 0.18%
9,432
-1,693
70
$1.26M 0.17%
39,620
71
$1.26M 0.17%
15,076
72
$1.23M 0.17%
10,650
73
$1.19M 0.16%
7,620
-260
74
$1.16M 0.16%
24,471
+3,501
75
$1.07M 0.15%
5,822
-55
1 2
3
4 5