CIBC Private Wealth Group Portfolio holdings
AUM
$47.4B
This Quarter Return
+3.6%
1 Year Return
+12.6%
3 Year Return
+37.68%
5 Year Return
+169.56%
10 Year Return
+264.72%
AUM
$53.3B
AUM Growth
+$53.3B
(+4.4%)
Cap. Flow
+$2.33B
Cap. Flow
% of AUM
4.36%
Top 10 Holdings %
Top 10 Hldgs %
29.87%
Holding
3,345
New
281
Increased
894
Reduced
1,043
Closed
198
Top Buys
| 1 |
Exxon Mobil
XOM
|
$404M |
| 2 |
Apple
AAPL
|
$271M |
| 3 |
Old Dominion Freight Line
ODFL
|
$262M |
| 4 |
Adobe
ADBE
|
$125M |
| 5 |
O'Reilly Automotive
ORLY
|
$108M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$413M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$172M |
| 3 |
Danaher
DHR
|
$154M |
| 4 |
Analog Devices
ADI
|
$121M |
| 5 |
T-Mobile US
TMUS
|
$90.8M |
Sector Composition
| 1 | Technology | 28.07% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.46% |
| 4 | Industrials | 9.51% |
| 5 | Consumer Discretionary | 9.39% |
