CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+4.76%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$28.5B
AUM Growth
+$2.58B
(+9.9%)
Cap. Flow
+$1.56B
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
21.33%
Holding
985
New
63
Increased
321
Reduced
431
Closed
71
Top Buys
| 1 |
Amazon
AMZN
|
$84.6M |
| 2 |
Charles Schwab
SCHW
|
$79.9M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$77.6M |
| 4 |
Microsoft
MSFT
|
$77.3M |
| 5 |
Visa
V
|
$65.4M |
Top Sells
| 1 |
CVS Health
CVS
|
$95.6M |
| 2 |
Blackstone
BX
|
$74.4M |
| 3 |
Elevance Health
ELV
|
$66.2M |
| 4 |
Workday
WDAY
|
$62.3M |
| 5 |
SS&C Technologies
SSNC
|
$51.6M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 13.66% |
| 3 | Financials | 13.6% |
| 4 | Energy | 13.45% |
| 5 | Consumer Discretionary | 9.44% |
