CBU
CIBC Bank USA Portfolio holdings
AUM
$756M
1-Year Return
24.68%
This Quarter Return
+2.68%
1 Year Return
+24.68%
3 Year Return
+32.35%
5 Year Return
+41.4%
10 Year Return
–
AUM
$688M
AUM Growth
+$26.4M
(+4%)
Cap. Flow
+$8.63M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
62.06%
Holding
276
New
21
Increased
65
Reduced
130
Closed
19
Top Buys
| 1 |
iShares Global Infrastructure ETF
IGF
|
$6.54M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$6M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.19M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.95M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.93M |
Top Sells
| 1 |
Visa
V
|
$2.02M |
| 2 |
JPMorgan Chase
JPM
|
$1.99M |
| 3 |
Intel
INTC
|
$1.94M |
| 4 |
Bank of America
BAC
|
$1.76M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.4M |
Sector Composition
| 1 | Industrials | 7.05% |
| 2 | Financials | 4.49% |
| 3 | Consumer Staples | 3.63% |
| 4 | Healthcare | 3.31% |
| 5 | Technology | 2.89% |
