CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+8.28%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$30.7B
AUM Growth
+$2.23B
(+7.8%)
Cap. Flow
+$217M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
22.82%
Holding
945
New
59
Increased
380
Reduced
354
Closed
49
Top Buys
| 1 |
Waste Management
WM
|
$122M |
| 2 |
Texas Instruments
TXN
|
$118M |
| 3 |
Walt Disney
DIS
|
$90.8M |
| 4 |
Brookfield
BN
|
$82.4M |
| 5 |
Blackstone
BX
|
$70.4M |
Top Sells
| 1 |
Expedia Group
EXPE
|
$119M |
| 2 |
Fortive
FTV
|
$114M |
| 3 |
Prudential Financial
PRU
|
$99.1M |
| 4 |
Oracle
ORCL
|
$86.8M |
| 5 |
PayPal
PYPL
|
$60.9M |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Financials | 14.61% |
| 3 | Healthcare | 13.77% |
| 4 | Energy | 10.8% |
| 5 | Consumer Discretionary | 9.28% |
