CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+9.83%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$43.5B
AUM Growth
+$3.82B
(+9.6%)
Cap. Flow
+$236M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
25.87%
Holding
1,114
New
93
Increased
308
Reduced
456
Closed
92
Top Buys
| 1 |
Martin Marietta Materials
MLM
|
+$187M |
| 2 |
Old Dominion Freight Line
ODFL
|
+$140M |
| 3 |
Booking.com
BKNG
|
+$104M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$101M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$95.7M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$182M |
| 2 |
American Electric Power
AEP
|
+$167M |
| 3 |
Intercontinental Exchange
ICE
|
+$85.7M |
| 4 |
TJX Companies
TJX
|
+$77.7M |
| 5 |
lululemon athletica
LULU
|
+$69.8M |
Sector Composition
| 1 | Technology | 23.58% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 12.73% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Industrials | 8.33% |
