CIBC Private Wealth Group Portfolio holdings
AUM $56B
1-Year Return
20.35%
This Quarter Return
+7.1%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$55.8B
AUM Growth
+$2.49B
(+4.7%)
Cap. Flow
+$241M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
28.07%
Holding
3,359
New
209
Increased
982
Reduced
923
Closed
245
Top Buys
| 1 |
Zeta Global
ZETA
|
+$160M |
| 2 |
Qualcomm
QCOM
|
+$114M |
| 3 |
Shift4
FOUR
|
+$75.1M |
| 4 |
Microsoft
MSFT
|
+$67.1M |
| 5 |
StepStone Group
STEP
|
+$63.1M |
Top Sells
| 1 |
Martin Marietta Materials
MLM
|
+$148M |
| 2 |
Ulta Beauty
ULTA
|
+$131M |
| 3 |
S&P Global
SPGI
|
+$126M |
| 4 |
NextEra Energy
NEE
|
+$123M |
| 5 |
Eli Lilly
LLY
|
+$110M |
Sector Composition
| 1 | Technology | 26.72% |
| 2 | Financials | 12.27% |
| 3 | Healthcare | 11.84% |
| 4 | Industrials | 10.38% |
| 5 | Consumer Discretionary | 9.12% |
