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
DE icon
326
Deere & Co
DE
$162B
$11.9M 0.02%
25,979
-1,372
GFL icon
327
GFL Environmental
GFL
$15.9B
$11.9M 0.02%
250,283
+250,000
AMD icon
328
Advanced Micro Devices
AMD
$334B
$11.6M 0.02%
71,735
+1,623
GWW icon
329
W.W. Grainger
GWW
$52.9B
$11.5M 0.02%
12,090
+115
INTC icon
330
Intel
INTC
$237B
$11.4M 0.02%
340,427
-163,941
TMCI icon
331
Treace Medical Concepts
TMCI
$103M
$11.3M 0.02%
1,686,521
-1,000
SCI icon
332
Service Corp International
SCI
$11.1B
$11.3M 0.02%
135,668
+1,543
COP icon
333
ConocoPhillips
COP
$140B
$11.3M 0.02%
119,275
-10,406
WDC icon
334
Western Digital
WDC
$94.7B
$11M 0.02%
91,427
-30,884
SPYV icon
335
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$10.9M 0.02%
197,409
+13,790
DIHP icon
336
Dimensional International High Profitability ETF
DIHP
$5.56B
$10.9M 0.02%
359,082
+353,027
PBA icon
337
Pembina Pipeline
PBA
$26B
$10.8M 0.02%
267,724
-6,654
VLO icon
338
Valero Energy
VLO
$64.9B
$10.8M 0.02%
63,339
+444
WING icon
339
Wingstop
WING
$6.09B
$10.6M 0.02%
42,304
-744
VYM icon
340
Vanguard High Dividend Yield ETF
VYM
$73.9B
$10.5M 0.02%
74,364
-3,184
XLK icon
341
State Street Technology Select Sector SPDR ETF
XLK
$89.1B
$10.4M 0.02%
73,552
+1,382
HASI icon
342
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.68B
$10.3M 0.02%
335,471
+153,575
MRSH
343
Marsh
MRSH
$85.7B
$10M 0.02%
49,608
+362
DECK icon
344
Deckers Outdoor
DECK
$15.1B
$10M 0.02%
98,607
+96,331
ARCC icon
345
Ares Capital
ARCC
$13.4B
$9.9M 0.02%
484,972
+36,020
LNT icon
346
Alliant Energy
LNT
$18.4B
$9.72M 0.02%
144,176
-63,951
VGT icon
347
Vanguard Information Technology ETF
VGT
$111B
$9.71M 0.02%
13,004
-1,936
PAGP icon
348
Plains GP Holdings
PAGP
$4.58B
$9.63M 0.02%
527,904
IVW icon
349
iShares S&P 500 Growth ETF
IVW
$64.8B
$9.53M 0.02%
78,944
-10,113
IWN icon
350
iShares Russell 2000 Value ETF
IWN
$12.6B
$9.4M 0.02%
53,182
+4,586
12 13
14
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