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
176
$407K 0.06%
+11,784
177
$399K 0.06%
+10,388
178
$395K 0.06%
4,721
+1,386
179
$380K 0.06%
5,389
-1,875
180
$369K 0.06%
4,037
+69
181
$367K 0.06%
3,200
-300
182
$366K 0.06%
8,384
183
$366K 0.06%
+4,011
184
$360K 0.05%
2,856
185
$358K 0.05%
10,759
-2,504
186
$358K 0.05%
2,715
187
$358K 0.05%
3,366
188
$356K 0.05%
4,425
189
$352K 0.05%
1,933
-343
190
$348K 0.05%
8,761
+329
191
$345K 0.05%
7,492
+522
192
$341K 0.05%
5,200
-300
193
$341K 0.05%
4,384
194
$335K 0.05%
9,852
-2,444
195
$328K 0.05%
8,488
196
$323K 0.05%
4,051
197
$310K 0.05%
1,669
198
$309K 0.05%
3,834
199
$309K 0.05%
28,640
-1,070
200
$299K 0.05%
32,650
6 7
8
9 10