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
IGF icon
251
iShares Global Infrastructure ETF
IGF
$9.92B
$25.8M 0.04%
420,094
+214,428
ENTG icon
252
Entegris
ENTG
$17.8B
$25.8M 0.04%
305,666
-48,769
HQY icon
253
HealthEquity
HQY
$6.69B
$25.4M 0.04%
276,723
+63,317
MRVL icon
254
Marvell Technology
MRVL
$80.9B
$25M 0.04%
294,411
-159,178
FANG icon
255
Diamondback Energy
FANG
$51.6B
$24.9M 0.04%
165,725
-16,413
CAT icon
256
Caterpillar
CAT
$328B
$24.9M 0.04%
43,404
+1,099
VXF icon
257
Vanguard Extended Market ETF
VXF
$25.4B
$24.7M 0.04%
118,093
+25,332
WCC icon
258
WESCO International
WCC
$12.9B
$24.6M 0.04%
100,653
-6,345
WFC icon
259
Wells Fargo
WFC
$243B
$24.4M 0.04%
261,388
+4,821
MBB icon
260
iShares MBS ETF
MBB
$39.4B
$24.1M 0.04%
253,453
+16,679
SUB icon
261
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$24.1M 0.04%
225,669
+4,622
AEP icon
262
American Electric Power
AEP
$71.3B
$23.9M 0.04%
207,666
+133,149
SHW icon
263
Sherwin-Williams
SHW
$81.7B
$23.9M 0.04%
73,780
-4,515
LQD icon
264
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$23.8M 0.04%
215,543
-33,811
VCSH icon
265
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$23.3M 0.04%
292,300
-1,583
FSLR icon
266
First Solar
FSLR
$20.3B
$23.2M 0.04%
88,717
-118,826
IWS icon
267
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$23.1M 0.04%
163,760
+29,604
GLD icon
268
SPDR Gold Trust
GLD
$178B
$22.9M 0.04%
57,877
+1,476
VBK icon
269
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$22.8M 0.04%
75,583
+20,980
EPI icon
270
WisdomTree India Earnings Fund ETF
EPI
$2.53B
$22.7M 0.04%
489,592
-1,381
HON icon
271
Honeywell
HON
$149B
$22.3M 0.04%
114,356
-6,343
BAC icon
272
Bank of America
BAC
$344B
$21.8M 0.04%
396,971
+8,246
TXO icon
273
TXO Partners LP
TXO
$697M
$21.7M 0.04%
2,034,567
+226,600
ZWS icon
274
Zurn Elkay Water Solutions
ZWS
$7.9B
$21.7M 0.04%
465,919
-28,243
BDX icon
275
Becton Dickinson
BDX
$47.1B
$21.3M 0.04%
109,824
-2,169
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