CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+8.21%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$45.7B
AUM Growth
+$568M
Cap. Flow
-$19B
Cap. Flow %
-41.55%
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63

Top Buys

1
WEC icon
WEC Energy
WEC
+$109M
2
NEE icon
NextEra Energy, Inc.
NEE
+$105M
3
WDAY icon
Workday
WDAY
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$99.4M
5
PFE icon
Pfizer
PFE
+$94.1M

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.8B
2
CB icon
Chubb
CB
+$4.04B
3
RUN icon
Sunrun
RUN
+$208M
4
RBA icon
RB Global
RBA
+$108M
5
SYK icon
Stryker
SYK
+$87.6M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IHG icon
226
InterContinental Hotels
IHG
$18.8B
$30.6M 0.07%
434,655
+11,381
+3% +$802K
BHP icon
227
BHP
BHP
$135B
$30.4M 0.07%
510,191
+10,585
+2% +$632K
USFD icon
228
US Foods
USFD
$17.6B
$30.3M 0.07%
689,539
+215,828
+46% +$9.5M
TM icon
229
Toyota
TM
$262B
$30.1M 0.07%
187,330
+5,674
+3% +$912K
FMX icon
230
Fomento Económico Mexicano
FMX
$30.2B
$30M 0.07%
270,668
+12,216
+5% +$1.35M
NKE icon
231
Nike
NKE
$109B
$29.7M 0.07%
269,250
-4,416
-2% -$487K
UPS icon
232
United Parcel Service
UPS
$71.5B
$29.1M 0.06%
162,126
+45,277
+39% +$8.12M
CWEN icon
233
Clearway Energy Class C
CWEN
$3.39B
$28.8M 0.06%
1,008,340
+256,540
+34% +$7.33M
FMC icon
234
FMC
FMC
$4.6B
$28.7M 0.06%
275,042
+76,968
+39% +$8.03M
AEP icon
235
American Electric Power
AEP
$58B
$27.9M 0.06%
331,260
+89,803
+37% +$7.56M
URI icon
236
United Rentals
URI
$60.8B
$27.8M 0.06%
62,325
-71,720
-54% -$31.9M
MRVL icon
237
Marvell Technology
MRVL
$57.6B
$27.7M 0.06%
463,966
+132,564
+40% +$7.92M
FND icon
238
Floor & Decor
FND
$9.35B
$27.4M 0.06%
263,847
+80,997
+44% +$8.42M
ROST icon
239
Ross Stores
ROST
$48.7B
$27.4M 0.06%
244,389
+64,283
+36% +$7.21M
DEO icon
240
Diageo
DEO
$58.3B
$27.4M 0.06%
157,943
+3,612
+2% +$627K
SONY icon
241
Sony
SONY
$172B
$27.1M 0.06%
1,503,640
+37,975
+3% +$684K
APTV icon
242
Aptiv
APTV
$17.9B
$26.7M 0.06%
261,510
+57,787
+28% +$5.9M
IWD icon
243
iShares Russell 1000 Value ETF
IWD
$63.5B
$26.7M 0.06%
169,024
-4,225
-2% -$667K
TRU icon
244
TransUnion
TRU
$18.3B
$26.6M 0.06%
338,968
+82,777
+32% +$6.48M
RRX icon
245
Regal Rexnord
RRX
$9.45B
$26.4M 0.06%
171,575
+51,973
+43% +$8M
ECL icon
246
Ecolab
ECL
$76.8B
$26M 0.06%
139,355
-7,245
-5% -$1.35M
TSLA icon
247
Tesla
TSLA
$1.12T
$25.9M 0.06%
98,878
+1,210
+1% +$317K
KLAC icon
248
KLA
KLAC
$121B
$25.7M 0.06%
53,033
+15,291
+41% +$7.42M
FANG icon
249
Diamondback Energy
FANG
$39.5B
$25.6M 0.06%
195,184
-27,871
-12% -$3.66M
LYG icon
250
Lloyds Banking Group
LYG
$65.9B
$25.3M 0.06%
11,507,230
-3,584,413
-24% -$7.89M
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