CIBC Private Wealth Group Portfolio holdings
AUM
$56B
This Quarter Return
+7.68%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$29.8B
AUM Growth
-$7.36B
(-20%)
Cap. Flow
+$539M
Cap. Flow
% of AUM
1.81%
Top 10 Holdings %
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$151M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$82.8M |
| 3 |
Prologis
PLD
|
$75.5M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.9M |
| 5 |
TJX Companies
TJX
|
$54.2M |
Top Sells
| 1 |
LFG
Archaea Energy Inc.
LFG
|
$103M |
| 2 |
Fidelity National Information Services
FIS
|
$57.4M |
| 3 |
Camden Property Trust
CPT
|
$51.5M |
| 4 |
Amazon
AMZN
|
$50.3M |
| 5 |
Medtronic
MDT
|
$49.3M |
Sector Composition
| 1 | Technology | 21.84% |
| 2 | Healthcare | 13.46% |
| 3 | Financials | 12.9% |
| 4 | Industrials | 8.16% |
| 5 | Energy | 7.45% |
