CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+10.41%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.26B
Cap. Flow %
2.62%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

1
DIS icon
Walt Disney
DIS
$168M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$145M
3
TMCI icon
Treace Medical Concepts
TMCI
$110M
4
BKNG icon
Booking.com
BKNG
$88.1M
5
PANW icon
Palo Alto Networks
PANW
$78.8M

Top Sells

1
CI icon
Cigna
CI
$118M
2
CMCSA icon
Comcast
CMCSA
$103M
3
BX icon
Blackstone
BX
$101M
4
AWK icon
American Water Works
AWK
$77.8M
5
CONE
CyrusOne Inc Common Stock
CONE
$72.1M

Sector Composition

1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ESS icon
276
Essex Property Trust
ESS
$17.3B
$18.2M 0.04%
51,740
-790
-2% -$278K
GDRX icon
277
GoodRx Holdings
GDRX
$1.39B
$18.2M 0.04%
557,602
+211,090
+61% +$6.9M
TFX icon
278
Teleflex
TFX
$5.78B
$18.2M 0.04%
55,348
-151,790
-73% -$49.9M
LNT icon
279
Alliant Energy
LNT
$16.6B
$18.2M 0.04%
295,669
+157,744
+114% +$9.7M
ESTC icon
280
Elastic
ESTC
$9.21B
$18.1M 0.04%
147,039
+3,847
+3% +$474K
AZEK
281
DELISTED
The AZEK Co
AZEK
$18M 0.04%
388,753
+303,998
+359% +$14.1M
FMX icon
282
Fomento Económico Mexicano
FMX
$29.6B
$17.8M 0.04%
229,136
+1,559
+0.7% +$121K
DCP
283
DELISTED
DCP Midstream, LP
DCP
$17.4M 0.04%
631,753
+525,054
+492% +$14.4M
G icon
284
Genpact
G
$7.82B
$17M 0.04%
321,203
+1,616
+0.5% +$85.8K
IT icon
285
Gartner
IT
$18.6B
$17M 0.04%
50,927
+1,381
+3% +$462K
IWN icon
286
iShares Russell 2000 Value ETF
IWN
$11.9B
$16.7M 0.03%
100,460
-9,915
-9% -$1.65M
EMR icon
287
Emerson Electric
EMR
$74.6B
$16.2M 0.03%
174,281
+13,593
+8% +$1.26M
INTU icon
288
Intuit
INTU
$188B
$16.1M 0.03%
25,043
+742
+3% +$477K
VIG icon
289
Vanguard Dividend Appreciation ETF
VIG
$95.8B
$15.7M 0.03%
91,438
+7,426
+9% +$1.28M
VEU icon
290
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
$15.6M 0.03%
255,378
+46,238
+22% +$2.83M
CMS icon
291
CMS Energy
CMS
$21.4B
$15.3M 0.03%
234,673
-36,432
-13% -$2.37M
JAZZ icon
292
Jazz Pharmaceuticals
JAZZ
$7.86B
$15.1M 0.03%
118,420
-1,196
-1% -$152K
MO icon
293
Altria Group
MO
$112B
$14.8M 0.03%
312,192
+57,754
+23% +$2.74M
LTHM
294
DELISTED
Livent Corporation
LTHM
$14.6M 0.03%
597,950
-855,383
-59% -$20.9M
VZ icon
295
Verizon
VZ
$187B
$14.5M 0.03%
279,193
+21,168
+8% +$1.1M
GLD icon
296
SPDR Gold Trust
GLD
$112B
$14.5M 0.03%
84,735
+3,916
+5% +$670K
PLAN
297
DELISTED
Anaplan, Inc.
PLAN
$14.5M 0.03%
315,534
-30,968
-9% -$1.42M
SNOW icon
298
Snowflake
SNOW
$75.3B
$14.1M 0.03%
41,766
-45,241
-52% -$15.3M
DISCK
299
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$13.7M 0.03%
597,571
-188,251
-24% -$4.31M
MTCH icon
300
Match Group
MTCH
$9.18B
$13.6M 0.03%
102,502
-24,219
-19% -$3.2M
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12
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