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
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARCC icon
351
Ares Capital
ARCC
$13.3B
$9.45M 0.02%
467,328
-17,644
CWEN.A icon
352
Clearway Energy Class A
CWEN.A
$4.51B
$9.36M 0.02%
297,783
+9
VBR icon
353
Vanguard Small-Cap Value ETF
VBR
$32.9B
$9.27M 0.02%
43,750
+32,895
NU icon
354
Nu Holdings
NU
$72.3B
$9.01M 0.02%
538,128
-6,273
HTO
355
H2O America
HTO
$2.3B
$9M 0.02%
183,639
+8
MRSH
356
Marsh
MRSH
$84.2B
$8.93M 0.02%
48,119
-1,489
FTAI icon
357
FTAI Aviation
FTAI
$27.8B
$8.87M 0.02%
45,054
-3,775
PXF icon
358
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.57B
$8.74M 0.01%
133,360
+1,605
IWO icon
359
iShares Russell 2000 Growth ETF
IWO
$12.7B
$8.67M 0.01%
26,849
+42
HCA icon
360
HCA Healthcare
HCA
$120B
$8.63M 0.01%
18,479
-605
CEG icon
361
Constellation Energy
CEG
$115B
$8.52M 0.01%
24,118
-21,352
JCI icon
362
Johnson Controls International
JCI
$82B
$8.48M 0.01%
70,780
+204
CMS icon
363
CMS Energy
CMS
$23.4B
$8.48M 0.01%
121,202
+114,954
AMAT icon
364
Applied Materials
AMAT
$274B
$8.46M 0.01%
32,920
+2,462
FIX icon
365
Comfort Systems
FIX
$48.7B
$8.44M 0.01%
9,049
-82
DVY icon
366
iShares Select Dividend ETF
DVY
$22.2B
$8.32M 0.01%
58,960
+20
SCI icon
367
Service Corp International
SCI
$11.1B
$8.26M 0.01%
105,921
-29,747
BRZE icon
368
Braze
BRZE
$2.29B
$8.21M 0.01%
239,399
+52,622
MCK icon
369
McKesson
MCK
$114B
$8.08M 0.01%
9,853
-6
WBI
370
WaterBridge Infrastructure LLC
WBI
$1.04B
$8M 0.01%
400,000
+300,000
VEU icon
371
Vanguard FTSE All-World ex-US ETF
VEU
$59.9B
$7.94M 0.01%
107,908
+4,201
DIHP icon
372
Dimensional International High Profitability ETF
DIHP
$5.5B
$7.92M 0.01%
250,027
-109,055
SPYM
373
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$7.91M 0.01%
98,584
+79,335
NKE icon
374
Nike
NKE
$83B
$7.88M 0.01%
123,738
-7,827
DTE icon
375
DTE Energy
DTE
$30.7B
$7.84M 0.01%
60,818
-2
13 14
15
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