CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$145M
3
+$122M
4
SPOT icon
Spotify
SPOT
+$113M
5
AVGO icon
Broadcom
AVGO
+$106M

Top Sells

1
+$825M
2
+$177M
3
+$175M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M
5
UNH icon
UnitedHealth
UNH
+$122M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$3.34B 5.96%
6,709,310
-228,158
AMZN icon
2
Amazon
AMZN
$2.3T
$2.33B 4.17%
10,635,297
-46,409
AAPL icon
3
Apple
AAPL
$3.7T
$2.22B 3.97%
10,821,497
-76,402
NVDA icon
4
NVIDIA
NVDA
$4.38T
$1.95B 3.48%
12,343,698
-543,159
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.04T
$1.27B 2.26%
7,183,959
-788,722
V icon
6
Visa
V
$676B
$990M 1.77%
2,789,285
-341,997
JPM icon
7
JPMorgan Chase
JPM
$822B
$942M 1.68%
3,248,027
-2,058
META icon
8
Meta Platforms (Facebook)
META
$1.78T
$875M 1.56%
1,185,366
+10,668
RTX icon
9
RTX Corp
RTX
$213B
$616M 1.1%
4,216,484
+26,542
BX icon
10
Blackstone
BX
$128B
$611M 1.09%
4,084,704
+41,129
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.04T
$583M 1.04%
3,286,135
-509,616
ODFL icon
12
Old Dominion Freight Line
ODFL
$28.5B
$583M 1.04%
3,590,839
-5,084,912
AZN icon
13
AstraZeneca
AZN
$263B
$575M 1.03%
8,232,361
+13,498
ABT icon
14
Abbott
ABT
$232B
$560M 1%
4,118,212
+112,388
CRM icon
15
Salesforce
CRM
$225B
$518M 0.92%
1,898,621
+31,853
NEE icon
16
NextEra Energy
NEE
$174B
$517M 0.92%
7,444,585
-513,263
AVGO icon
17
Broadcom
AVGO
$1.66T
$489M 0.87%
1,774,563
+383,560
SPGI icon
18
S&P Global
SPGI
$149B
$482M 0.86%
913,782
-2,734
CME icon
19
CME Group
CME
$96.3B
$475M 0.85%
1,724,691
-1,624
VO icon
20
Vanguard Mid-Cap ETF
VO
$88.5B
$466M 0.83%
1,666,862
+68,910
CSCO icon
21
Cisco
CSCO
$271B
$465M 0.83%
6,702,907
-21,849
LLY icon
22
Eli Lilly
LLY
$728B
$463M 0.83%
593,349
+10,893
ATMP icon
23
iPath Select MLP ETN
ATMP
$488M
$458M 0.82%
15,620,200
+68,863
XOM icon
24
Exxon Mobil
XOM
$479B
$442M 0.79%
4,099,966
+14,076
VOO icon
25
Vanguard S&P 500 ETF
VOO
$757B
$442M 0.79%
777,889
+6,881
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