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
$662M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$6.65M
3
+$5.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$35.8M
2
+$4.53M
3
+$1.84M
4
AMAT icon
Applied Materials
AMAT
+$1.07M
5
T icon
AT&T
T
+$858K

Sector Composition

1 Industrials 7.07%
2 Financials 5.32%
3 Consumer Staples 4.01%
4 Healthcare 3.81%
5 Technology 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$641K 0.1%
10,007
-170
127
$635K 0.1%
12,600
+8,460
128
$633K 0.1%
7,107
-1,530
129
$622K 0.09%
4,801
+1,356
130
$619K 0.09%
13,056
+100
131
$618K 0.09%
4,151
-416
132
$616K 0.09%
+8,738
133
$616K 0.09%
4,793
-358
134
$612K 0.09%
24,705
+11,325
135
$610K 0.09%
+6,613
136
$609K 0.09%
11,307
-3,010
137
$607K 0.09%
19,137
-10,494
138
$601K 0.09%
+21,899
139
$597K 0.09%
20,465
+1,105
140
$565K 0.09%
7,059
+3,265
141
$561K 0.08%
5,757
-745
142
$549K 0.08%
+10,413
143
$546K 0.08%
24,075
144
$540K 0.08%
10,018
-942
145
$521K 0.08%
8,159
-1,008
146
$520K 0.08%
8,133
-1,534
147
$517K 0.08%
12,840
148
$514K 0.08%
1,418
+87
149
$500K 0.08%
3,148
150
$499K 0.08%
23,950
-500
4 5
6
7 8