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
$644M
AUM Growth
+$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.6M
3
+$8.79M
4
LMT icon
Lockheed Martin
LMT
+$5.66M
5
WBA
Walgreens Boots Alliance
WBA
+$3.77M

Top Sells

1
+$3.85M
2
+$1.83M
3
+$903K
4
T icon
AT&T
T
+$802K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$752K

Sector Composition

1 Industrials 6.81%
2 Financials 5.37%
3 Healthcare 4.19%
4 Technology 3.88%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$343K 0.05%
3,366
177
$342K 0.05%
4,384
-280
178
$342K 0.05%
4,051
179
$339K 0.05%
5,410
-632
180
$336K 0.05%
2,715
-87
181
$334K 0.05%
2,856
+107
182
$326K 0.05%
3,794
+375
183
$322K 0.05%
7,594
+375
184
$319K 0.05%
+5,920
185
$316K 0.05%
8,488
+1,607
186
$315K 0.05%
2,420
187
$314K 0.05%
3,559
+525
188
$312K 0.05%
4,462
-1,273
189
$311K 0.05%
+11,980
190
$300K 0.05%
8,432
+45
191
$300K 0.05%
+7,788
192
$300K 0.05%
11,075
+475
193
$298K 0.05%
3,968
+749
194
$292K 0.05%
5,294
-225
195
$288K 0.04%
+4,827
196
$287K 0.04%
7,710
197
$287K 0.04%
+32,650
198
$286K 0.04%
+29,710
199
$281K 0.04%
3,834
200
$281K 0.04%
3,813
-652
6 7
8
9 10