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
PM icon
301
Philip Morris
PM
$271B
$16.4M 0.03%
102,367
+2,196
LMT icon
302
Lockheed Martin
LMT
$150B
$16.3M 0.03%
33,700
-247
BKNG icon
303
Booking.com
BKNG
$139B
$16.2M 0.03%
3,026
-25
CI icon
304
Cigna
CI
$69.8B
$15.6M 0.03%
56,778
-329
PSX icon
305
Phillips 66
PSX
$65.6B
$15.6M 0.03%
120,789
-289
WDAY icon
306
Workday
WDAY
$37.3B
$15.5M 0.03%
72,255
-1,303,715
MO icon
307
Altria Group
MO
$112B
$15.3M 0.03%
265,528
-739
PLTR icon
308
Palantir
PLTR
$364B
$14.8M 0.03%
83,427
-6,914
SPYV icon
309
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$14.7M 0.02%
258,402
+60,993
YUM icon
310
Yum! Brands
YUM
$44.4B
$14.7M 0.02%
96,972
+3,631
BMY icon
311
Bristol-Myers Squibb
BMY
$124B
$14.5M 0.02%
268,354
-10,873
SAIA icon
312
Saia
SAIA
$9.78B
$14.2M 0.02%
43,625
-19,605
LAD icon
313
Lithia Motors
LAD
$6.37B
$14M 0.02%
42,081
+1,000
KNTK icon
314
Kinetik
KNTK
$2.9B
$13.7M 0.02%
381,299
-262,039
MUB icon
315
iShares National Muni Bond ETF
MUB
$42.8B
$13.7M 0.02%
128,303
+2,383
DECK icon
316
Deckers Outdoor
DECK
$15.1B
$13.5M 0.02%
129,930
+31,323
VONV icon
317
Vanguard Russell 1000 Value ETF
VONV
$16.6B
$13.1M 0.02%
142,348
+141,281
NSC icon
318
Norfolk Southern
NSC
$67.8B
$12.9M 0.02%
44,563
+864
VIG icon
319
Vanguard Dividend Appreciation ETF
VIG
$103B
$12.8M 0.02%
58,360
-11,492
CMCSA icon
320
Comcast
CMCSA
$111B
$12.8M 0.02%
427,594
-19,187
IYW icon
321
iShares US Technology ETF
IYW
$19.5B
$12.7M 0.02%
63,696
-2,996
GEHC icon
322
GE HealthCare
GEHC
$33.8B
$12.7M 0.02%
154,285
-15,958
INTC icon
323
Intel
INTC
$237B
$12.6M 0.02%
342,109
+1,682
IGSB icon
324
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$12.6M 0.02%
237,615
+5,475
IWV icon
325
iShares Russell 3000 ETF
IWV
$17.8B
$12.5M 0.02%
32,369
+683
11 12
13
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