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
LYV icon
351
Live Nation Entertainment
LYV
$37.9B
$8.06M 0.02%
67,322
-2,168
-3% -$259K
VGT icon
352
Vanguard Information Technology ETF
VGT
$99.9B
$8.03M 0.02%
17,537
+17
+0.1% +$7.79K
SDY icon
353
SPDR S&P Dividend ETF
SDY
$20.5B
$8.02M 0.02%
62,141
+13,659
+28% +$1.76M
RSG icon
354
Republic Services
RSG
$71.7B
$7.98M 0.02%
57,241
+1,707
+3% +$238K
ORLY icon
355
O'Reilly Automotive
ORLY
$89B
$7.95M 0.02%
168,870
-195
-0.1% -$9.18K
AMD icon
356
Advanced Micro Devices
AMD
$245B
$7.89M 0.02%
54,804
+33,490
+157% +$4.82M
GE icon
357
GE Aerospace
GE
$296B
$7.83M 0.02%
132,958
+485
+0.4% +$28.5K
SO icon
358
Southern Company
SO
$101B
$7.82M 0.02%
114,103
+3,817
+3% +$262K
CHWY icon
359
Chewy
CHWY
$17.5B
$7.63M 0.02%
129,323
-7,362
-5% -$434K
SLQT icon
360
SelectQuote
SLQT
$358M
$7.58M 0.02%
836,910
-520,250
-38% -$4.71M
VYM icon
361
Vanguard High Dividend Yield ETF
VYM
$64.2B
$7.58M 0.02%
67,598
+15,685
+30% +$1.76M
HWM icon
362
Howmet Aerospace
HWM
$71.8B
$7.56M 0.02%
237,578
-12,873
-5% -$410K
AMPS
363
DELISTED
Altus Power, Inc.
AMPS
$7.54M 0.02%
+721,636
New +$7.54M
CMI icon
364
Cummins
CMI
$55.1B
$7.29M 0.02%
33,404
+608
+2% +$133K
CP icon
365
Canadian Pacific Kansas City
CP
$70.3B
$7.17M 0.01%
99,691
+95,496
+2,276% +$6.87M
DM
366
DELISTED
Desktop Metal, Inc.
DM
$7.14M 0.01%
144,166
-100
-0.1% -$4.95K
GIS icon
367
General Mills
GIS
$27B
$7.13M 0.01%
105,847
+2,353
+2% +$159K
WY icon
368
Weyerhaeuser
WY
$18.9B
$7.02M 0.01%
170,478
+15,023
+10% +$619K
PTON icon
369
Peloton Interactive
PTON
$3.27B
$7.02M 0.01%
+196,287
New +$7.02M
REGN icon
370
Regeneron Pharmaceuticals
REGN
$60.8B
$6.98M 0.01%
11,051
+1,121
+11% +$708K
OI icon
371
O-I Glass
OI
$1.97B
$6.78M 0.01%
563,712
+254,360
+82% +$3.06M
VFC icon
372
VF Corp
VFC
$5.86B
$6.72M 0.01%
91,821
-6,569
-7% -$481K
CSX icon
373
CSX Corp
CSX
$60.6B
$6.7M 0.01%
178,229
+2,342
+1% +$88.1K
DOCU icon
374
DocuSign
DOCU
$16.1B
$6.58M 0.01%
43,222
+25,239
+140% +$3.84M
TPL icon
375
Texas Pacific Land
TPL
$20.4B
$6.46M 0.01%
15,516
– –
13 14
15
16 17