CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+1.78%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$13.5B
AUM Growth
+$472M
(+3.6%)
Cap. Flow
+$334M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
20.8%
Holding
656
New
53
Increased
292
Reduced
212
Closed
44
Top Buys
| 1 |
Medtronic
MDT
|
$109M |
| 2 |
AGN
Allergan plc
AGN
|
$105M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$75.9M |
| 4 |
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
|
$44.9M |
| 5 |
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
|
$40.4M |
Top Sells
Sector Composition
| 1 | Energy | 26.84% |
| 2 | Technology | 14.25% |
| 3 | Healthcare | 11.9% |
| 4 | Financials | 10.08% |
| 5 | Consumer Discretionary | 6.83% |
