CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZS icon
226
Zscaler
ZS
$26.1B
$32.3M 0.05%
143,808
-10,349
WES icon
227
Western Midstream Partners
WES
$16.4B
$31.9M 0.05%
808,490
-578
AGG icon
228
iShares Core US Aggregate Bond ETF
AGG
$140B
$31.7M 0.05%
317,809
-9,415
TTE icon
229
TotalEnergies
TTE
$171B
$31.7M 0.05%
485,222
+478,082
SAP icon
230
SAP
SAP
$233B
$31.4M 0.05%
129,380
+6,403
CNI icon
231
Canadian National Railway
CNI
$65.3B
$31.4M 0.05%
317,879
-22,829
EQT icon
232
EQT Corp
EQT
$38.8B
$31M 0.05%
578,172
+5,871
ACN icon
233
Accenture
ACN
$132B
$30.6M 0.05%
114,120
-4,419
KEYS icon
234
Keysight
KEYS
$46.8B
$30.3M 0.05%
149,328
-8,772
DPZ icon
235
Domino's
DPZ
$14B
$29.9M 0.05%
71,713
+16,995
IJR icon
236
iShares Core S&P Small-Cap ETF
IJR
$92.5B
$29.6M 0.05%
246,674
+92,607
TRU icon
237
TransUnion
TRU
$14.6B
$29.3M 0.05%
341,669
-26,547
EVRG icon
238
Evergy
EVRG
$19.2B
$29.2M 0.05%
402,417
-79,268
GWRE icon
239
Guidewire Software
GWRE
$14.4B
$28.8M 0.05%
143,293
-45,740
MSCI icon
240
MSCI
MSCI
$41.8B
$27.4M 0.05%
47,757
-3,053
VONG icon
241
Vanguard Russell 1000 Growth ETF
VONG
$36.7B
$27.4M 0.05%
224,998
+214,551
IEX icon
242
IDEX
IEX
$14.7B
$27.4M 0.05%
153,794
-18,518
AJG icon
243
Arthur J. Gallagher & Co
AJG
$58.7B
$27.1M 0.05%
104,629
-169,030
DUK icon
244
Duke Energy
DUK
$103B
$26.4M 0.04%
225,280
+170,289
PPL icon
245
PPL Corp
PPL
$28.8B
$26.4M 0.04%
753,223
+750,432
GD icon
246
General Dynamics
GD
$97.9B
$26.3M 0.04%
78,035
+381
AR icon
247
Antero Resources
AR
$12.1B
$26M 0.04%
753,091
-160,067
CPRT icon
248
Copart
CPRT
$36.4B
$25.9M 0.04%
661,333
-100,768
CMG icon
249
Chipotle Mexican Grill
CMG
$46B
$25.8M 0.04%
698,389
-255,977
MCO icon
250
Moody's
MCO
$83.7B
$25.8M 0.04%
50,570
-161
8 9
10
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