CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+6.41%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$23.6B
AUM Growth
+$1.64B
(+7.5%)
Cap. Flow
+$527M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
19.08%
Holding
2,037
New
1,100
Increased
425
Reduced
375
Closed
39
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
+$278M |
| 2 |
Intercontinental Exchange
ICE
|
+$101M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$90.9M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$90.3M |
| 5 |
Plains All American Pipeline
PAA
|
+$78.1M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$86.2M |
| 2 |
BPL
Buckeye Partners, L.P.
BPL
|
+$75.4M |
| 3 |
Kinder Morgan
KMI
|
+$72.7M |
| 4 |
WNRL
Western Refining Logistics, LP
WNRL
|
+$64.2M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$55.6M |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Financials | 14.54% |
| 3 | Energy | 14.19% |
| 4 | Healthcare | 13.3% |
| 5 | Consumer Discretionary | 8.84% |
