CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+9.04%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$26.4B
AUM Growth
+$1.85B
(+7.6%)
Cap. Flow
-$74.1M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
20.64%
Holding
2,036
New
31
Increased
389
Reduced
440
Closed
1,062
Top Buys
| 1 |
Williams Companies
WMB
|
$309M |
| 2 |
Jack Henry & Associates
JKHY
|
$162M |
| 3 |
RTN
Raytheon Company
RTN
|
$117M |
| 4 |
Roper Technologies
ROP
|
$73.2M |
| 5 |
IAC Inc
IAC
|
$72.4M |
Top Sells
| 1 |
WPZ
Williams Partners L.P.
WPZ
|
$399M |
| 2 |
AET
Aetna Inc
AET
|
$161M |
| 3 |
CQH
Cheniere Energy Partners LP Holdings LLC
CQH
|
$134M |
| 4 |
Arista Networks
ANET
|
$101M |
| 5 |
Energy Transfer Partners
ET
|
$64.6M |
Sector Composition
| 1 | Technology | 18.75% |
| 2 | Healthcare | 15.48% |
| 3 | Energy | 13.52% |
| 4 | Financials | 12.74% |
| 5 | Consumer Discretionary | 9.55% |
