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
$570M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$5.12M
3
+$4.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.65M

Top Sells

1
+$17.6M
2
+$7.8M
3
+$3.14M
4
RDN icon
Radian Group
RDN
+$2.55M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.37M

Sector Composition

1 Financials 6.75%
2 Healthcare 4.73%
3 Technology 4.69%
4 Consumer Staples 4.21%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.21%
11,469
-304
77
$1.14M 0.2%
22,656
-2,917
78
$1.11M 0.19%
15,252
+220
79
$1.07M 0.19%
10,872
+569
80
$1.04M 0.18%
7,866
+281
81
$1M 0.18%
18,612
+2,525
82
$990K 0.17%
33,402
83
$989K 0.17%
13,626
+790
84
$979K 0.17%
58,960
+2,760
85
$965K 0.17%
17,415
+313
86
$960K 0.17%
11,275
+11
87
$949K 0.17%
9,373
-2,184
88
$927K 0.16%
6,540
+4
89
$896K 0.16%
7,481
-577
90
$889K 0.16%
21,679
-1,185
91
$882K 0.15%
9,021
+1,562
92
$874K 0.15%
7,398
+209
93
$843K 0.15%
13,896
94
$822K 0.14%
5,900
+2,130
95
$821K 0.14%
25,854
+560
96
$816K 0.14%
29,673
+857
97
$812K 0.14%
1,496
+1
98
$808K 0.14%
6,717
99
$805K 0.14%
7,329
100
$804K 0.14%
8,256
-23
2 3
4
5 6