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
COF icon
351
Capital One
COF
$116B
$9.18M 0.02%
43,193
+621
NKE icon
352
Nike
NKE
$84B
$9.17M 0.02%
131,565
-2,869
WIX icon
353
WIX.com
WIX
$4.96B
$9.15M 0.02%
51,527
-3,928
FAST icon
354
Fastenal
FAST
$53.5B
$9.07M 0.02%
184,902
-6,062
HTO
355
H2O America
HTO
$2.34B
$8.94M 0.02%
183,631
-96,999
NU icon
356
Nu Holdings
NU
$72.9B
$8.72M 0.01%
544,401
-83,978
DTE icon
357
DTE Energy
DTE
$31B
$8.6M 0.01%
60,820
+6
IWO icon
358
iShares Russell 2000 Growth ETF
IWO
$12.8B
$8.58M 0.01%
26,807
+352
EWY icon
359
iShares MSCI South Korea ETF
EWY
$16.5B
$8.43M 0.01%
105,265
AEP icon
360
American Electric Power
AEP
$72B
$8.38M 0.01%
74,517
+2,080
DVY icon
361
iShares Select Dividend ETF
DVY
$22.4B
$8.38M 0.01%
58,940
+768
AON icon
362
Aon
AON
$69.8B
$8.18M 0.01%
22,930
+252
FDX icon
363
FedEx
FDX
$86.1B
$8.18M 0.01%
34,671
+907
FTAI icon
364
FTAI Aviation
FTAI
$28.3B
$8.15M 0.01%
48,829
-6,813
ANET icon
365
Arista Networks
ANET
$176B
$8.15M 0.01%
55,912
-8,964
HCA icon
366
HCA Healthcare
HCA
$120B
$8.13M 0.01%
19,084
+105
PXF icon
367
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.61B
$8.06M 0.01%
131,755
+1,300
CWEN.A icon
368
Clearway Energy Class A
CWEN.A
$4.56B
$8.02M 0.01%
297,774
+105,000
IBIT icon
369
iShares Bitcoin Trust
IBIT
$55.4B
$7.96M 0.01%
122,385
+14,775
MNR icon
370
Mach Natural Resources
MNR
$2.22B
$7.93M 0.01%
601,400
T icon
371
AT&T
T
$195B
$7.91M 0.01%
280,135
+3,147
VZ icon
372
Verizon
VZ
$214B
$7.76M 0.01%
176,673
+2,729
JCI icon
373
Johnson Controls International
JCI
$83B
$7.76M 0.01%
70,576
+900
SBAC icon
374
SBA Communications
SBAC
$20.7B
$7.75M 0.01%
40,101
-3,499
MSI icon
375
Motorola Solutions
MSI
$77B
$7.72M 0.01%
16,876
+792
13 14
15
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