CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEYS icon
251
Keysight
KEYS
$35.5B
$27.7M 0.05%
158,100
-3,247
KNTK icon
252
Kinetik
KNTK
$2.29B
$27.5M 0.05%
643,338
+213,694
SHW icon
253
Sherwin-Williams
SHW
$81.4B
$27.1M 0.05%
78,295
-188,266
GD icon
254
General Dynamics
GD
$91.6B
$26.5M 0.05%
77,654
+797
FANG icon
255
Diamondback Energy
FANG
$44B
$26.1M 0.04%
182,138
-3,319
HON icon
256
Honeywell
HON
$124B
$25.4M 0.04%
120,699
-4,491
TXO icon
257
TXO Partners LP
TXO
$628M
$25.4M 0.04%
1,807,967
+52,903
VVV icon
258
Valvoline
VVV
$3.98B
$25.4M 0.04%
707,363
-13,110
MCO icon
259
Moody's
MCO
$87.1B
$24.2M 0.04%
50,731
-125
RVTY icon
260
Revvity
RVTY
$11.1B
$23.9M 0.04%
273,207
-6,473
DPZ icon
261
Domino's
DPZ
$14.7B
$23.6M 0.04%
54,718
-1,270
SUB icon
262
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$23.6M 0.04%
221,047
-112,216
VCSH icon
263
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$23.5M 0.04%
293,883
-3,270
ZWS icon
264
Zurn Elkay Water Solutions
ZWS
$7.88B
$23.2M 0.04%
494,162
-10,770
RRX icon
265
Regal Rexnord
RRX
$9.82B
$22.7M 0.04%
158,317
-2,704
WCC icon
266
WESCO International
WCC
$12.4B
$22.6M 0.04%
106,998
-2,195
MBB icon
267
iShares MBS ETF
MBB
$39B
$22.5M 0.04%
236,774
+58,265
IR icon
268
Ingersoll Rand
IR
$32.3B
$22.4M 0.04%
270,517
-6,566
PINS icon
269
Pinterest
PINS
$17.6B
$22.1M 0.04%
686,566
-12,882
ENB icon
270
Enbridge
ENB
$104B
$21.9M 0.04%
434,540
-2,639
SBUX icon
271
Starbucks
SBUX
$96.7B
$21.8M 0.04%
257,960
-9,235
EPI icon
272
WisdomTree India Earnings Fund ETF
EPI
$2.71B
$21.7M 0.04%
490,973
WFC icon
273
Wells Fargo
WFC
$291B
$21.5M 0.04%
256,567
+15,744
EQNR icon
274
Equinor
EQNR
$57B
$21.4M 0.04%
877,191
+38,474
BDX icon
275
Becton Dickinson
BDX
$57.1B
$21M 0.04%
111,993
+3,201
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