CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+7.68%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$29.8B
AUM Growth
-$7.36B
Cap. Flow
+$539M
Cap. Flow %
1.81%
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$151M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$82.8M
3
PLD icon
Prologis
PLD
+$75.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.9M
5
TJX icon
TJX Companies
TJX
+$54.2M

Top Sells

1
LFG
Archaea Energy Inc.
LFG
+$103M
2
FIS icon
Fidelity National Information Services
FIS
+$57.4M
3
CPT icon
Camden Property Trust
CPT
+$51.5M
4
AMZN icon
Amazon
AMZN
+$50.3M
5
MDT icon
Medtronic
MDT
+$49.3M

Sector Composition

1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SHOP icon
301
Shopify
SHOP
$186B
$7.08M 0.02%
224,159
+12,635
+6% +$399K
HQY icon
302
HealthEquity
HQY
$8.01B
$7.03M 0.02%
114,130
-800
-0.7% -$49.3K
RSG icon
303
Republic Services
RSG
$71.2B
$6.99M 0.02%
57,897
-3,878
-6% -$468K
VOT icon
304
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$6.91M 0.02%
42,127
+17,508
+71% +$2.87M
IYW icon
305
iShares US Technology ETF
IYW
$23.3B
$6.75M 0.02%
90,606
-3,102
-3% -$231K
RHI icon
306
Robert Half
RHI
$3.66B
$6.7M 0.02%
812,041
-729,874
-47% -$6.02M
NVDA icon
307
NVIDIA
NVDA
$4.16T
$6.65M 0.02%
1,106,900
-726,970
-40% -$4.37M
LILAK icon
308
Liberty Latin America Class C
LILAK
$1.57B
$6.59M 0.02%
866,597
+183,248
+27% +$1.39M
PLUG icon
309
Plug Power
PLUG
$1.63B
$6.53M 0.02%
527,902
+38,767
+8% +$480K
CMI icon
310
Cummins
CMI
$54.8B
$6.52M 0.02%
32,335
-482
-1% -$97.1K
NFLX icon
311
Netflix
NFLX
$537B
$6.38M 0.02%
31,989
-25,354
-44% -$5.06M
DDOG icon
312
Datadog
DDOG
$49B
$6.26M 0.02%
85,219
+26,367
+45% +$1.94M
TWLO icon
313
Twilio
TWLO
$16.4B
$6.25M 0.02%
127,978
+15,577
+14% +$761K
CAT icon
314
Caterpillar
CAT
$196B
$6.08M 0.02%
46,947
+489
+1% +$63.4K
GL icon
315
Globe Life
GL
$11.4B
$6.06M 0.02%
50,241
-117
-0.2% -$14.1K
ALL icon
316
Allstate
ALL
$52.8B
$5.97M 0.02%
53,471
+1,264
+2% +$141K
PNR icon
317
Pentair
PNR
$18.1B
$5.9M 0.02%
131,842
-2,736
-2% -$122K
ESTC icon
318
Elastic
ESTC
$9.69B
$5.83M 0.02%
113,276
-32,161
-22% -$1.66M
MMC icon
319
Marsh & McLennan
MMC
$99.2B
$5.77M 0.02%
62,345
-1,181
-2% -$109K
INTU icon
320
Intuit
INTU
$187B
$5.64M 0.02%
93,837
-93,165
-50% -$5.6M
FRSH icon
321
Freshworks
FRSH
$3.83B
$5.6M 0.02%
380,395
+149,687
+65% +$2.2M
AYI icon
322
Acuity Brands
AYI
$10.3B
$5.53M 0.02%
33,419
+11,049
+49% +$1.83M
IWN icon
323
iShares Russell 2000 Value ETF
IWN
$11.8B
$5.44M 0.02%
56,932
-2,293
-4% -$219K
TFC icon
324
Truist Financial
TFC
$58.4B
$5.42M 0.02%
141,367
-9,622
-6% -$369K
MMM icon
325
3M
MMM
$81.5B
$5.27M 0.02%
73,487
-5,541
-7% -$397K
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