CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+8.21%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$45.7B
AUM Growth
+$568M
(+1.3%)
Cap. Flow
-$19B
Cap. Flow
% of AUM
-41.55%
Top 10 Holdings %
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63
Top Buys
| 1 |
WEC Energy
WEC
|
$109M |
| 2 |
NextEra Energy, Inc.
NEE
|
$105M |
| 3 |
Workday
WDAY
|
$99.9M |
| 4 |
Cheniere Energy
LNG
|
$99.4M |
| 5 |
Pfizer
PFE
|
$94.1M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$15.8B |
| 2 |
Chubb
CB
|
$4.04B |
| 3 |
Sunrun
RUN
|
$208M |
| 4 |
RB Global
RBA
|
$108M |
| 5 |
Stryker
SYK
|
$87.6M |
Sector Composition
| 1 | Technology | 25.25% |
| 2 | Healthcare | 13.87% |
| 3 | Financials | 12.23% |
| 4 | Consumer Discretionary | 8.36% |
| 5 | Industrials | 7.72% |
