CBU
CIBC Bank USA Portfolio holdings
AUM
$756M
1-Year Est. Return
24.68%
1 Year Est. Return
+24.68%
AUM
$704M
AUM Growth
-$10.2M
(-1.4%)
Holding
289
Top Buys
| 1 | +$514K | |
| 2 | +$484K | |
| 3 | +$440K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$423K |
| 5 |
Icon
ICLR
|
+$418K |
Top Sells
| 1 | +$3.77M | |
| 2 | +$2.12M | |
| 3 | +$1.77M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.64M |
| 5 |
iPath Select MLP ETN
ATMP
|
+$1.4M |
Sector Composition
| 1 | Technology | 5.13% |
| 2 | Financials | 4.99% |
| 3 | Consumer Discretionary | 4.55% |
| 4 | Industrials | 4.03% |
| 5 | Consumer Staples | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$383B
| $2.06M | 0.29% |
70,592
-7,964
|
|
||
52
Exxon Mobil
XOM
$479B
| $1.98M | 0.28% |
28,056
-1,442
|
|
||
53
UnitedHealth
UNH
$297B
| $1.93M | 0.27% |
8,898
+285
|
|
||
54
Altria Group
MO
$96B
| $1.93M | 0.27% |
47,091
-315
|
|
||
55
Walmart
WMT
$809B
| $1.86M | 0.26% |
46,965
+6,402
|
|
||
56
Lowe's Companies
LOW
$131B
| $1.84M | 0.26% |
16,728
-207
|
|
||
57
Cisco
CSCO
$284B
| $1.82M | 0.26% |
36,844
+4,018
|
|
||
58
Omnicom Group
OMC
$14.2B
| $1.74M | 0.25% |
22,179
+1,581
|
|
||
59
iShares S&P 500 Value ETF
IVE
$42.2B
| $1.68M | 0.24% |
14,138
-172
|
|
||
60
Vanguard FTSE All-World ex-US ETF
VEU
$51.2B
| $1.68M | 0.24% |
33,595
|
|
||
61
Intel
INTC
$183B
| $1.67M | 0.24% |
32,354
+1,505
|
|
||
62
Illinois Tool Works
ITW
$71.1B
| $1.51M | 0.21% |
9,646
+100
|
|
||
63
TE Connectivity
TEL
$73.3B
| $1.5M | 0.21% |
16,122
-30
|
|
||
64
Home Depot
HD
$372B
| $1.5M | 0.21% |
6,446
+79
|
|
||
65
iShares Core S&P Small-Cap ETF
IJR
$85.5B
| $1.46M | 0.21% |
18,800
+1,047
|
|
||
66
McDonald's
MCD
$218B
| $1.46M | 0.21% |
6,801
-52
|
|
||
67
Comcast
CMCSA
$102B
| $1.45M | 0.21% |
32,239
+5,167
|
|
||
68
Oracle
ORCL
$714B
| $1.41M | 0.2% |
25,531
+929
|
|
||
69
Netflix
NFLX
$465B
| $1.39M | 0.2% |
5,180
+114
|
|
||
70
Coca-Cola
KO
$295B
| $1.37M | 0.19% |
25,175
+1,822
|
|
||
71
Wells Fargo
WFC
$273B
| $1.37M | 0.19% |
27,151
-1,030
|
|
||
72
ALPS Clean Energy ETF
ACES
$116M
| $1.34M | 0.19% |
43,143
+2,695
|
|
||
73
Verizon
VZ
$167B
| $1.31M | 0.19% |
21,752
-2,772
|
|
||
74
Liberty Broadband Class C
LBRDK
$7.45B
| $1.31M | 0.19% |
12,492
|
|
||
75
Chubb
CB
$111B
| $1.28M | 0.18% |
7,925
+1,439
|
|