CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
-14.11%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$38.5B
AUM Growth
-$7.31B
(-16%)
Cap. Flow
-$87.6M
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
25.55%
Holding
1,345
New
81
Increased
320
Reduced
515
Closed
138
Top Buys
| 1 |
IQVIA
IQV
|
$183M |
| 2 |
L3Harris
LHX
|
$106M |
| 3 |
AstraZeneca
AZN
|
$98.5M |
| 4 |
American Tower
AMT
|
$70.4M |
| 5 |
SIVB
SVB Financial Group
SIVB
|
$65.7M |
Top Sells
| 1 |
Medtronic
MDT
|
$177M |
| 2 |
D.R. Horton
DHI
|
$110M |
| 3 |
Goldman Sachs
GS
|
$76.9M |
| 4 |
NVIDIA
NVDA
|
$73.4M |
| 5 |
Costco
COST
|
$73.2M |
Sector Composition
| 1 | Technology | 22.47% |
| 2 | Healthcare | 14.89% |
| 3 | Financials | 13.86% |
| 4 | Industrials | 8.26% |
| 5 | Consumer Discretionary | 7.82% |
