CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+12.53%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$47.2B
AUM Growth
+$4.96B
(+12%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
25.86%
Holding
1,192
New
114
Increased
448
Reduced
451
Closed
51
Top Buys
| 1 |
NVIDIA
NVDA
|
+$383M |
| 2 |
McDonald's
MCD
|
+$199M |
| 3 |
Edwards Lifesciences
EW
|
+$174M |
| 4 |
Zoetis
ZTS
|
+$157M |
| 5 |
CME Group
CME
|
+$77.7M |
Top Sells
| 1 |
Dollar General
DG
|
+$138M |
| 2 |
RTX Corp
RTX
|
+$105M |
| 3 |
AvalonBay Communities
AVB
|
+$95.4M |
| 4 |
Danaher
DHR
|
+$82.5M |
| 5 |
TJX Companies
TJX
|
+$78.1M |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 13.4% |
| 3 | Financials | 12.98% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.42% |
