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
126
$612K 0.11%
12,614
-1,650
127
$595K 0.1%
26,346
128
$583K 0.1%
12,285
129
$577K 0.1%
15,958
+402
130
$572K 0.1%
2,252
+64
131
$565K 0.1%
1,809
-2
132
$554K 0.1%
21,058
+2,451
133
$548K 0.1%
11,435
-2,737
134
$547K 0.1%
2,869
-1
135
$542K 0.1%
24,075
-620
136
$538K 0.09%
7,468
-1,596
137
$538K 0.09%
31,400
-1,887
138
$538K 0.09%
8,073
+9
139
$532K 0.09%
10,554
+335
140
$513K 0.09%
11,377
+227
141
$511K 0.09%
16,089
+6
142
$506K 0.09%
8,825
143
$502K 0.09%
4,707
+128
144
$500K 0.09%
15,840
+337
145
$498K 0.09%
10,708
+4
146
$493K 0.09%
14,200
147
$487K 0.09%
3,002
+347
148
$482K 0.08%
8,910
149
$477K 0.08%
8,900
150
$475K 0.08%
5,325
+271
4 5
6
7 8