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
$764M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.2M
3
+$973K
4
NDAQ icon
Nasdaq
NDAQ
+$739K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$737K

Top Sells

1
+$5.47M
2
+$2.64M
3
+$2.3M
4
GD icon
General Dynamics
GD
+$2.24M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.06M

Sector Composition

1 Industrials 7.42%
2 Financials 4.26%
3 Technology 3.59%
4 Consumer Staples 3.5%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$853K 0.11%
165,965
+5,800
102
$839K 0.11%
17,325
-16,142
103
$839K 0.11%
4,434
-366
104
$813K 0.11%
22,058
+2,972
105
$805K 0.11%
3,566
-350
106
$804K 0.11%
5,325
-75
107
$799K 0.1%
10,778
-5,210
108
$797K 0.1%
13,316
-175
109
$779K 0.1%
14,706
-325
110
$774K 0.1%
16,037
-187
111
$768K 0.1%
7,677
+318
112
$757K 0.1%
21,160
-1,565
113
$754K 0.1%
18,532
114
$753K 0.1%
7,906
115
$749K 0.1%
6,989
-590
116
$747K 0.1%
9,025
-125
117
$740K 0.1%
14,294
+2,868
118
$739K 0.1%
+28,587
119
$736K 0.1%
5,206
+80
120
$736K 0.1%
6,370
121
$736K 0.1%
38,281
-475
122
$719K 0.09%
11,429
-133
123
$718K 0.09%
10,393
-32
124
$717K 0.09%
7,800
-400
125
$707K 0.09%
6,471
-3,217
3 4
5
6 7