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
151
$1.55M 0.09%
+25,767
152
$1.53M 0.09%
+20,270
153
$1.53M 0.09%
+76,582
154
$1.52M 0.09%
+19,605
155
$1.52M 0.09%
+39,835
156
$1.52M 0.09%
+47,084
157
$1.51M 0.09%
+72,750
158
$1.49M 0.09%
+19,654
159
$1.47M 0.09%
+17,304
160
$1.45M 0.09%
+51,709
161
$1.44M 0.08%
+18,194
162
$1.42M 0.08%
+37,175
163
$1.4M 0.08%
+118,900
164
$1.4M 0.08%
+51,272
165
$1.34M 0.08%
+15,875
166
$1.34M 0.08%
+33,309
167
$1.25M 0.07%
+26,106
168
$1.22M 0.07%
+20,297
169
$1.21M 0.07%
+14,084
170
$1.19M 0.07%
+17,900
171
$1.14M 0.07%
+17,760
172
$1.13M 0.07%
+14,109
173
$1.13M 0.07%
+25,500
174
$1.08M 0.06%
+1,310
175
$1.08M 0.06%
+7,100
5 6
7
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