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
201
$816K 0.05%
+11,150
202
$805K 0.05%
+11,300
203
$803K 0.05%
+13,866
204
$800K 0.05%
+25,520
205
$800K 0.05%
+12,087
206
$796K 0.05%
+34,430
207
$790K 0.05%
+7,305
208
$780K 0.05%
+5,150
209
$780K 0.05%
+25,620
210
$776K 0.05%
+10,580
211
$768K 0.05%
+26,944
212
$762K 0.04%
+98,400
213
$759K 0.04%
+11,556
214
$758K 0.04%
+6,610
215
$751K 0.04%
+9,500
216
$748K 0.04%
+25,700
217
$746K 0.04%
+15,778
218
$742K 0.04%
+34,240
219
$736K 0.04%
+15,328
220
$725K 0.04%
+12,670
221
$705K 0.04%
+8,432
222
$692K 0.04%
+34,800
223
$690K 0.04%
+14,075
224
$686K 0.04%
+14,850
225
$680K 0.04%
+6,096
7 8
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