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
$1.7B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$133M
3
+$58.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$54.7M
5
AAPL icon
Apple
AAPL
+$47.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.02%
2 Consumer Staples 9.9%
3 Industrials 8.98%
4 Healthcare 8.75%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.17M 0.25%
+68,964
77
$4.15M 0.24%
+105,600
78
$4.11M 0.24%
+71,828
79
$4.04M 0.24%
+91,153
80
$3.98M 0.23%
+44,400
81
$3.73M 0.22%
+75,848
82
$3.64M 0.21%
+57,329
83
$3.52M 0.21%
+42,555
84
$3.34M 0.2%
+57,148
85
$3.28M 0.19%
+80,250
86
$3.26M 0.19%
+33,105
87
$3.26M 0.19%
+56,750
88
$3.23M 0.19%
+63,150
89
$3.22M 0.19%
+116,635
90
$3.16M 0.19%
+53,000
91
$3.14M 0.18%
+126,029
92
$3.12M 0.18%
+57,165
93
$3.11M 0.18%
+184,571
94
$2.94M 0.17%
+38,828
95
$2.9M 0.17%
+77,259
96
$2.89M 0.17%
+81,325
97
$2.85M 0.17%
+248,620
98
$2.84M 0.17%
+41,280
99
$2.83M 0.17%
+42,578
100
$2.83M 0.17%
+28,588
2 3
4
5 6