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
AON icon
376
Aon
AON
$68.8B
$7.68M 0.01%
21,767
-1,163
MDB icon
377
MongoDB
MDB
$22B
$7.65M 0.01%
18,234
-355
EW icon
378
Edwards Lifesciences
EW
$49.8B
$7.6M 0.01%
89,119
-6,422
LRCX icon
379
Lam Research
LRCX
$269B
$7.51M 0.01%
43,871
+4,823
USB icon
380
US Bancorp
USB
$80.7B
$7.5M 0.01%
140,647
-7,064
SDY icon
381
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$7.46M 0.01%
53,601
-816
SUN icon
382
Sunoco
SUN
$12.1B
$7.45M 0.01%
142,135
+80
FAST icon
383
Fastenal
FAST
$53.2B
$7.43M 0.01%
185,169
+267
ANET icon
384
Arista Networks
ANET
$175B
$7.41M 0.01%
56,569
+657
VZ icon
385
Verizon
VZ
$214B
$7.4M 0.01%
181,627
+4,954
RBLX icon
386
Roblox
RBLX
$41.7B
$7.3M 0.01%
90,089
-47,258
SBAC icon
387
SBA Communications
SBAC
$20.5B
$7.29M 0.01%
37,691
-2,410
GILD icon
388
Gilead Sciences
GILD
$184B
$7.26M 0.01%
59,110
-1,201
T icon
389
AT&T
T
$194B
$6.98M 0.01%
281,065
+930
TEAM icon
390
Atlassian
TEAM
$20.6B
$6.77M 0.01%
41,772
+21,893
WK icon
391
Workiva
WK
$3.53B
$6.76M 0.01%
78,416
-677
DBJP icon
392
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$596M
$6.76M 0.01%
71,410
CVS icon
393
CVS Health
CVS
$97.1B
$6.76M 0.01%
85,165
+32,808
WING icon
394
Wingstop
WING
$5.97B
$6.67M 0.01%
27,950
-14,354
MDY icon
395
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.4B
$6.47M 0.01%
10,721
-443
SCHD icon
396
Schwab US Dividend Equity ETF
SCHD
$83.7B
$6.43M 0.01%
234,331
+656
GL icon
397
Globe Life
GL
$11.2B
$6.37M 0.01%
45,532
-226
MSI icon
398
Motorola Solutions
MSI
$76.9B
$6.36M 0.01%
16,581
-295
BILL icon
399
BILL Holdings
BILL
$4.18B
$6.25M 0.01%
114,639
+9,025
FAS icon
400
Direxion Daily Financial Bull 3x Shares
FAS
$1.91B
$6.2M 0.01%
36,860
14 15
16
17 18