CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
-16.95%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$23.3B
AUM Growth
-$7.34B
Cap. Flow
-$619M
Cap. Flow %
-2.66%
Top 10 Hldgs %
24.9%
Holding
980
New
84
Increased
289
Reduced
404
Closed
145

Top Buys

1
CRM icon
Salesforce
CRM
+$106M
2
ABT icon
Abbott
ABT
+$105M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$97.3M
4
DIS icon
Walt Disney
DIS
+$64M
5
ROP icon
Roper Technologies
ROP
+$59.2M

Top Sells

1
GOOG icon
Alphabet (Google) Class C
GOOG
+$97.4M
2
AAPL icon
Apple
AAPL
+$88.9M
3
WFC icon
Wells Fargo
WFC
+$76M
4
CI icon
Cigna
CI
+$71.4M
5
ET icon
Energy Transfer Partners
ET
+$69M

Sector Composition

1 Technology 24.24%
2 Healthcare 15.63%
3 Financials 12.97%
4 Consumer Discretionary 10.28%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LYG icon
301
Lloyds Banking Group
LYG
$65.9B
$5.9M 0.03%
3,910,267
+186,737
+5% +$282K
SFIX icon
302
Stitch Fix
SFIX
$761M
$5.88M 0.03%
463,233
+16,066
+4% +$204K
MDLZ icon
303
Mondelez International
MDLZ
$81B
$5.68M 0.02%
113,423
+44,973
+66% +$2.25M
CTSH icon
304
Cognizant
CTSH
$34.6B
$5.62M 0.02%
121,001
-29,825
-20% -$1.39M
IYW icon
305
iShares US Technology ETF
IYW
$23.3B
$5.52M 0.02%
108,084
-16,000
-13% -$818K
ITOT icon
306
iShares Core S&P Total US Stock Market ETF
ITOT
$75.9B
$5.52M 0.02%
96,486
+50
+0.1% +$2.86K
GBT
307
DELISTED
Global Blood Therapeutics, Inc.
GBT
$5.43M 0.02%
106,355
+1,751
+2% +$89.4K
ALL icon
308
Allstate
ALL
$52.7B
$5.41M 0.02%
58,949
+652
+1% +$59.8K
BWA icon
309
BorgWarner
BWA
$9.45B
$5.28M 0.02%
245,918
-2,662
-1% -$57.1K
HYS icon
310
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
$5.26M 0.02%
61,346
+3,232
+6% +$277K
NFLX icon
311
Netflix
NFLX
$537B
$5.21M 0.02%
13,877
+10,095
+267% +$3.79M
PBFX
312
DELISTED
PBF LOGISTICS LP
PBFX
$5.1M 0.02%
753,999
+350,000
+87% +$2.37M
MHK icon
313
Mohawk Industries
MHK
$8.42B
$5.09M 0.02%
66,809
-122,465
-65% -$9.34M
SDY icon
314
SPDR S&P Dividend ETF
SDY
$20.3B
$5.09M 0.02%
63,707
+1,244
+2% +$99.4K
BKNG icon
315
Booking.com
BKNG
$181B
$5.09M 0.02%
3,780
-761
-17% -$1.02M
IVW icon
316
iShares S&P 500 Growth ETF
IVW
$64.3B
$5.04M 0.02%
122,048
+25,652
+27% +$1.06M
AVGO icon
317
Broadcom
AVGO
$1.58T
$5.02M 0.02%
211,850
+11,730
+6% +$278K
VUG icon
318
Vanguard Growth ETF
VUG
$188B
$5.02M 0.02%
32,051
-9,631
-23% -$1.51M
ILMN icon
319
Illumina
ILMN
$15.1B
$5M 0.02%
18,830
+1,539
+9% +$409K
CAT icon
320
Caterpillar
CAT
$196B
$4.88M 0.02%
42,011
+6,126
+17% +$711K
XLK icon
321
Technology Select Sector SPDR Fund
XLK
$84.7B
$4.84M 0.02%
60,251
-11,827
-16% -$950K
TFC icon
322
Truist Financial
TFC
$58.4B
$4.73M 0.02%
153,467
-8,296
-5% -$256K
CMI icon
323
Cummins
CMI
$54.4B
$4.71M 0.02%
34,813
+1,703
+5% +$230K
PANW icon
324
Palo Alto Networks
PANW
$132B
$4.7M 0.02%
171,852
-253,914
-60% -$6.94M
GL icon
325
Globe Life
GL
$11.4B
$4.66M 0.02%
64,731
+11,567
+22% +$832K
11 12
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