CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+2.73%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$21.9B
AUM Growth
+$6.01B
Cap. Flow
+$5.79B
Cap. Flow %
26.39%
Top 10 Hldgs %
18.88%
Holding
953
New
357
Increased
358
Reduced
154
Closed
30

Top Buys

1
AMZN icon
Amazon
AMZN
$198M
2
MA icon
Mastercard
MA
$188M
3
META icon
Meta Platforms (Facebook)
META
$178M
4
JPM icon
JPMorgan Chase
JPM
$162M
5
AAPL icon
Apple
AAPL
$149M

Top Sells

1
ODFL icon
Old Dominion Freight Line
ODFL
$84.2M
2
EEP
Enbridge Energy Partners
EEP
$82.7M
3
SPG icon
Simon Property Group
SPG
$61M
4
OKS
Oneok Partners LP
OKS
$50.6M
5
ADP icon
Automatic Data Processing
ADP
$25.3M

Sector Composition

1 Technology 16.39%
2 Energy 15.35%
3 Healthcare 14.93%
4 Financials 13.84%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CXO
251
DELISTED
CONCHO RESOURCES INC.
CXO
$13.2M 0.06%
100,220
+24,975
+33% +$3.29M
FDX icon
252
FedEx
FDX
$53.7B
$13.1M 0.06%
58,224
+9,730
+20% +$2.19M
HUM icon
253
Humana
HUM
$37B
$12.8M 0.06%
52,329
-1,274
-2% -$310K
PM icon
254
Philip Morris
PM
$251B
$12.7M 0.06%
114,523
+43,704
+62% +$4.85M
HDS
255
DELISTED
HD Supply Holdings, Inc.
HDS
$12.6M 0.06%
350,010
-6,147
-2% -$222K
PYPL icon
256
PayPal
PYPL
$65.2B
$12.6M 0.06%
197,147
+64,416
+49% +$4.12M
UHS icon
257
Universal Health Services
UHS
$12.1B
$12.6M 0.06%
113,163
-3,435
-3% -$381K
EEQ
258
DELISTED
Enbridge Energy Management Llc
EEQ
$12.5M 0.06%
908,731
-310
-0% -$4.26K
HUBB icon
259
Hubbell
HUBB
$23.2B
$12.3M 0.06%
106,307
-2,462
-2% -$286K
WY icon
260
Weyerhaeuser
WY
$18.9B
$12.2M 0.06%
359,958
+27,233
+8% +$927K
GILD icon
261
Gilead Sciences
GILD
$143B
$12.1M 0.06%
148,785
+70,236
+89% +$5.69M
NBL
262
DELISTED
Noble Energy, Inc.
NBL
$11.8M 0.05%
414,634
+239,916
+137% +$6.8M
BF.B icon
263
Brown-Forman Class B
BF.B
$13.7B
$11.7M 0.05%
338,095
-8,789
-3% -$305K
QQQ icon
264
Invesco QQQ Trust
QQQ
$368B
$11.5M 0.05%
79,367
+27,755
+54% +$4.04M
TRU icon
265
TransUnion
TRU
$17.5B
$11.5M 0.05%
242,954
+79,329
+48% +$3.75M
HXL icon
266
Hexcel
HXL
$5.16B
$11.4M 0.05%
198,102
+65,000
+49% +$3.73M
AMID
267
DELISTED
American Midstream Partners, LP
AMID
$11.1M 0.05%
814,037
-106,058
-12% -$1.45M
MAS icon
268
Masco
MAS
$15.9B
$11.1M 0.05%
283,339
+83,372
+42% +$3.25M
AGG icon
269
iShares Core US Aggregate Bond ETF
AGG
$131B
$11M 0.05%
100,775
+4,111
+4% +$451K
ZWS icon
270
Zurn Elkay Water Solutions
ZWS
$7.71B
$10.9M 0.05%
887,156
-23,880
-3% -$292K
YUMC icon
271
Yum China
YUMC
$16.5B
$10.7M 0.05%
268,197
+180,988
+208% +$7.23M
YUM icon
272
Yum! Brands
YUM
$40.1B
$10.7M 0.05%
145,376
+50,738
+54% +$3.73M
CCK icon
273
Crown Holdings
CCK
$11B
$10.7M 0.05%
179,023
-290
-0.2% -$17.3K
CB icon
274
Chubb
CB
$111B
$10.7M 0.05%
74,938
+46,689
+165% +$6.66M
VO icon
275
Vanguard Mid-Cap ETF
VO
$87.3B
$10.7M 0.05%
72,535
+54,642
+305% +$8.03M
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