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
151
$496K 0.08%
7,130
-4,194
152
$496K 0.08%
8,900
153
$492K 0.07%
4,222
+23
154
$489K 0.07%
7,650
155
$489K 0.07%
30,066
+66
156
$488K 0.07%
1,729
-260
157
$486K 0.07%
7,691
+2,281
158
$480K 0.07%
+5,018
159
$473K 0.07%
39,216
+1,240
160
$472K 0.07%
3,905
-200
161
$464K 0.07%
2,062
+230
162
$457K 0.07%
5,770
+1,192
163
$451K 0.07%
6,733
-1,570
164
$438K 0.07%
5,901
-552
165
$438K 0.07%
1,899
-1,386
166
$434K 0.07%
2,825
+162
167
$430K 0.07%
+1,927
168
$425K 0.06%
3,450
169
$424K 0.06%
+9,150
170
$422K 0.06%
6,200
-1,260
171
$419K 0.06%
7,924
-918
172
$415K 0.06%
3,691
+156
173
$412K 0.06%
10,016
-755
174
$408K 0.06%
+7,527
175
$407K 0.06%
8,614
+1,020
5 6
7
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