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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$182M
3
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

1
+$314M
2
+$233M
3
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BK icon
301
Bank of New York Mellon
BK
$79.8B
$16.5M 0.03%
151,076
-722
CI icon
302
Cigna
CI
$70B
$16.5M 0.03%
57,107
-398
CMI icon
303
Cummins
CMI
$77.8B
$16.3M 0.03%
38,646
-799
VBK icon
304
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$16.3M 0.03%
54,603
-280
PM icon
305
Philip Morris
PM
$269B
$16.2M 0.03%
100,171
+29,105
RSG icon
306
Republic Services
RSG
$68.9B
$16M 0.03%
69,799
+321
VIG icon
307
Vanguard Dividend Appreciation ETF
VIG
$103B
$15.1M 0.03%
69,852
+640
CEG icon
308
Constellation Energy
CEG
$118B
$15M 0.03%
45,470
-175,485
CORZ icon
309
Core Scientific
CORZ
$4.95B
$14.5M 0.02%
809,899
+8
YUM icon
310
Yum! Brands
YUM
$44.1B
$14.2M 0.02%
93,341
+16
CMCSA icon
311
Comcast
CMCSA
$112B
$14M 0.02%
446,781
-1,250,328
FND icon
312
Floor & Decor
FND
$6.61B
$13.8M 0.02%
186,829
-3,313
MINT icon
313
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$13.6M 0.02%
134,906
-3,795
MUB icon
314
iShares National Muni Bond ETF
MUB
$42.8B
$13.4M 0.02%
125,920
-91,863
SO icon
315
Southern Company
SO
$108B
$13.4M 0.02%
141,179
+1,807
NSC icon
316
Norfolk Southern
NSC
$67.9B
$13.1M 0.02%
43,699
+1,509
IYW icon
317
iShares US Technology ETF
IYW
$19.5B
$13.1M 0.02%
66,692
-758
LAD icon
318
Lithia Motors
LAD
$6.39B
$13M 0.02%
41,081
+543
GEHC icon
319
GE HealthCare
GEHC
$33.5B
$12.8M 0.02%
170,243
-6,191
BMY icon
320
Bristol-Myers Squibb
BMY
$123B
$12.6M 0.02%
279,227
-5,525
IGF icon
321
iShares Global Infrastructure ETF
IGF
$10B
$12.6M 0.02%
205,666
+58,321
PFE icon
322
Pfizer
PFE
$153B
$12.3M 0.02%
483,199
-421,571
IGSB icon
323
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$12.3M 0.02%
232,140
+32,087
EWT icon
324
iShares MSCI Taiwan ETF
EWT
$8.25B
$12.2M 0.02%
192,500
IWV icon
325
iShares Russell 3000 ETF
IWV
$17.8B
$12M 0.02%
31,686
-372
11 12
13
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