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
OSK icon
301
Oshkosh
OSK
$8.93B
$13.3M 0.03%
118,329
+1
+0% +$113
IAA
302
DELISTED
IAA, Inc. Common Stock
IAA
$13.2M 0.03%
261,341
+567
+0.2% +$28.7K
MMM icon
303
3M
MMM
$82.7B
$13M 0.03%
87,211
-1,340
-2% -$199K
ZWS icon
304
Zurn Elkay Water Solutions
ZWS
$7.71B
$12.9M 0.03%
353,935
-386,634
-52% -$14.1M
CNP icon
305
CenterPoint Energy
CNP
$24.7B
$12.8M 0.03%
459,731
-100,000
-18% -$2.79M
ACEL icon
306
Accel Entertainment
ACEL
$969M
$12.7M 0.03%
977,832
+135,117
+16% +$1.76M
NOW icon
307
ServiceNow
NOW
$190B
$12.7M 0.03%
19,521
-253
-1% -$164K
BA icon
308
Boeing
BA
$174B
$12.2M 0.03%
60,706
+7,099
+13% +$1.43M
AGG icon
309
iShares Core US Aggregate Bond ETF
AGG
$131B
$12.1M 0.03%
106,041
+4,824
+5% +$550K
WFC icon
310
Wells Fargo
WFC
$253B
$12M 0.03%
250,912
+59,842
+31% +$2.87M
BSM icon
311
Black Stone Minerals
BSM
$2.53B
$12M 0.02%
1,163,983
– –
VUG icon
312
Vanguard Growth ETF
VUG
$186B
$12M 0.02%
37,466
+5,936
+19% +$1.9M
IYW icon
313
iShares US Technology ETF
IYW
$23.1B
$11.8M 0.02%
102,397
-655
-0.6% -$75.2K
SCHD icon
314
Schwab US Dividend Equity ETF
SCHD
$71.8B
$11.7M 0.02%
435,810
+546
+0.1% +$14.7K
GDS icon
315
GDS Holdings
GDS
$6.35B
$11.5M 0.02%
243,681
-123,378
-34% -$5.82M
IWO icon
316
iShares Russell 2000 Growth ETF
IWO
$12.5B
$11.5M 0.02%
39,076
+14,701
+60% +$4.31M
MMC icon
317
Marsh & McLennan
MMC
$100B
$11.4M 0.02%
65,410
+1,934
+3% +$336K
LBRDK icon
318
Liberty Broadband Class C
LBRDK
$8.61B
$11.2M 0.02%
69,720
+10,951
+19% +$1.76M
QVCGA
319
QVC Group, Inc. Series A Common Stock
QVCGA
$73.3M
$11.2M 0.02%
29,498
-6,805
-19% -$2.59M
ASH icon
320
Ashland
ASH
$2.51B
$11.1M 0.02%
102,950
+443
+0.4% +$47.7K
IAU icon
321
iShares Gold Trust
IAU
$52.6B
$10.9M 0.02%
312,790
+8,452
+3% +$294K
VXF icon
322
Vanguard Extended Market ETF
VXF
$24.1B
$10.9M 0.02%
59,466
+13,354
+29% +$2.44M
ES icon
323
Eversource Energy
ES
$23.6B
$10.6M 0.02%
116,660
-125,742
-52% -$11.4M
XLK icon
324
Technology Select Sector SPDR Fund
XLK
$84.1B
$10.4M 0.02%
60,066
+8,533
+17% +$1.48M
NSC icon
325
Norfolk Southern
NSC
$62.3B
$10.4M 0.02%
34,785
+23
+0.1% +$6.85K
11 12
13
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