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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.990 | 99.990 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.920 | 21.595 |
Price to Book | 6.576 | 4.416 |
Price to Sales | 4.969 | 2.822 |
Price to Cash Flow | 17.977 | 14.621 |
Dividend Yield | 0.873 | 1.478 |
5 Years Earnings Growth | 15.911 | 12.062 |
Name | Net % | Category Average |
---|---|---|
Technology | 52.280 | 25.682 |
Communication Services | 15.570 | 8.683 |
Consumer Cyclical | 12.100 | 10.416 |
Healthcare | 6.380 | 13.952 |
Consumer Defensive | 6.250 | 6.989 |
Industrials | 3.410 | 9.205 |
Basic Materials | 1.550 | 2.721 |
Utilities | 1.270 | 3.401 |
Financial Services | 0.510 | 16.743 |
Energy | 0.470 | 3.699 |
Real Estate | 0.210 | 2.261 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.07 | 258.20 | +1.15% | |
Microsoft | US5949181045 | 8.02 | 439.33 | +0.94% | |
NVIDIA | US67066G1040 | 7.58 | 140.22 | +0.39% | |
Broadcom | US11135F1012 | 5.03 | 239.68 | +3.15% | |
Amazon.com | US0231351067 | 4.80 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 4.69 | 607.75 | +1.32% | |
Tesla | US88160R1014 | 2.67 | 462.28 | +7.36% | |
Costco | US22160K1051 | 2.64 | 958.82 | +0.94% | |
Alphabet A | US02079K3059 | 2.48 | 196.11 | +0.76% | |
Alphabet C | US02079K1079 | 2.39 | 197.57 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC Nasdaq Index | 3.94B | 30.73 | 11.84 | 18.92 | ||
CIBC US Broad Market Index | 2.68B | 33.57 | 12.09 | 13.44 | ||
CIBC US Broad Market Index Premium | 2.68B | 34.45 | 12.92 | 14.32 | ||
CIBC Global Technology | 542.12M | 29.25 | 10.25 | 16.97 | ||
CIBC Managed Growth Portfolio T4 | 39.33M | 15.38 | 5.58 | 6.68 |
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