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
101
$2.75M 0.16%
+36,790
102
$2.72M 0.16%
+10,784
103
$2.7M 0.16%
+81,056
104
$2.69M 0.16%
+65,995
105
$2.67M 0.16%
+59,735
106
$2.66M 0.16%
+59,605
107
$2.57M 0.15%
+49,900
108
$2.54M 0.15%
+42,040
109
$2.48M 0.15%
+20,532
110
$2.47M 0.15%
+58,107
111
$2.46M 0.14%
+60,750
112
$2.46M 0.14%
+33,714
113
$2.44M 0.14%
+163,866
114
$2.44M 0.14%
+48,400
115
$2.39M 0.14%
+49,800
116
$2.39M 0.14%
+38,336
117
$2.32M 0.14%
+46,490
118
$2.31M 0.14%
+33,143
119
$2.29M 0.13%
+50,192
120
$2.24M 0.13%
+105,863
121
$2.23M 0.13%
+49,866
122
$2.19M 0.13%
+57,293
123
$2.13M 0.13%
+36,750
124
$2.12M 0.12%
+47,330
125
$2.08M 0.12%
+63,410
3 4
5
6 7