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
TRP icon
276
TC Energy
TRP
$66.1B
$21.3M 0.04%
386,745
+5,542
SBUX icon
277
Starbucks
SBUX
$114B
$21M 0.04%
249,092
-8,868
ENB icon
278
Enbridge
ENB
$117B
$20.7M 0.04%
433,129
-1,411
RRX icon
279
Regal Rexnord
RRX
$13.5B
$20.6M 0.03%
146,638
-11,679
VNOM icon
280
Viper Energy
VNOM
$7.62B
$20.5M 0.03%
531,284
-325,561
VUG icon
281
Vanguard Growth ETF
VUG
$197B
$20.4M 0.03%
41,799
+1,614
RVTY icon
282
Revvity
RVTY
$10.1B
$20.3M 0.03%
210,101
-63,106
CMI icon
283
Cummins
CMI
$77.8B
$20M 0.03%
39,179
+533
EQNR icon
284
Equinor
EQNR
$80.6B
$19.1M 0.03%
808,257
-68,934
BEP icon
285
Brookfield Renewable
BEP
$9.39B
$19M 0.03%
706,122
-71,188
OSK icon
286
Oshkosh
OSK
$9.78B
$19M 0.03%
151,552
-9,387
MNDY icon
287
monday.com
MNDY
$4.01B
$18.6M 0.03%
125,868
-69,683
IEFA icon
288
iShares Core MSCI EAFE ETF
IEFA
$172B
$18.5M 0.03%
206,584
+136,240
BAM icon
289
Brookfield Asset Management
BAM
$73.4B
$18.5M 0.03%
352,261
-13,914
DEO icon
290
Diageo
DEO
$45.2B
$18.3M 0.03%
212,701
-111,772
NOW icon
291
ServiceNow
NOW
$122B
$18.3M 0.03%
119,464
-484,136
EMR icon
292
Emerson Electric
EMR
$79.2B
$18.3M 0.03%
137,832
-12
PNR icon
293
Pentair
PNR
$14.8B
$17.9M 0.03%
172,288
-10,876
PCOR icon
294
Procore
PCOR
$8.61B
$17.4M 0.03%
239,768
-18,639
BK icon
295
Bank of New York Mellon
BK
$79.6B
$17.3M 0.03%
149,445
-1,631
LNT icon
296
Alliant Energy
LNT
$18.3B
$17.2M 0.03%
264,217
+120,041
RSG icon
297
Republic Services
RSG
$68.9B
$17M 0.03%
80,232
+10,433
CWEN icon
298
Clearway Energy Class C
CWEN
$4.55B
$16.9M 0.03%
508,985
-490,412
BIP icon
299
Brookfield Infrastructure Partners
BIP
$17.5B
$16.8M 0.03%
484,294
-24,555
D icon
300
Dominion Energy
D
$55B
$16.8M 0.03%
286,383
-49,072
10 11
12
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