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
SDY icon
376
State Street SPDR S&P Dividend ETF
SDY
$21B
$7.62M 0.01%
54,417
+779
MCK icon
377
McKesson
MCK
$101B
$7.62M 0.01%
9,859
-398
URI icon
378
United Rentals
URI
$61.3B
$7.59M 0.01%
7,947
+623
FIX icon
379
Comfort Systems
FIX
$60.7B
$7.53M 0.01%
9,131
-2,469
EW icon
380
Edwards Lifesciences
EW
$48.5B
$7.43M 0.01%
95,541
-6,883
VEU icon
381
Vanguard FTSE All-World ex-US ETF
VEU
$63.5B
$7.4M 0.01%
103,707
+5,968
CQP icon
382
Cheniere Energy
CQP
$30.4B
$7.3M 0.01%
+135,703
USB icon
383
US Bancorp
USB
$86.4B
$7.14M 0.01%
147,711
-16,118
SUN icon
384
Sunoco
SUN
$12.4B
$7.1M 0.01%
142,055
+15,810
VST icon
385
Vistra
VST
$55.6B
$6.89M 0.01%
35,147
+2,297
WK icon
386
Workiva
WK
$3B
$6.81M 0.01%
79,093
-2,141
DUK icon
387
Duke Energy
DUK
$99B
$6.81M 0.01%
54,991
+742
XYL icon
388
Xylem
XYL
$29.3B
$6.75M 0.01%
45,793
+855
GILD icon
389
Gilead Sciences
GILD
$162B
$6.69M 0.01%
60,311
-6,926
MDY icon
390
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$6.65M 0.01%
11,164
-820
VOT icon
391
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$6.59M 0.01%
22,433
+87
FAS icon
392
Direxion Daily Financial Bull 3x ETF
FAS
$2.14B
$6.56M 0.01%
36,860
-264
GL icon
393
Globe Life
GL
$12B
$6.54M 0.01%
45,758
-8,424
CARR icon
394
Carrier Global
CARR
$50.9B
$6.47M 0.01%
108,352
+333
SCHD icon
395
Schwab US Dividend Equity ETF
SCHD
$87.8B
$6.38M 0.01%
233,675
-36,026
UNF icon
396
Unifirst Corp
UNF
$4.71B
$6.25M 0.01%
37,411
+12,965
AMAT icon
397
Applied Materials
AMAT
$331B
$6.24M 0.01%
30,458
+6,657
IEFA icon
398
iShares Core MSCI EAFE ETF
IEFA
$179B
$6.14M 0.01%
70,344
+9,219
HBAN icon
399
Huntington Bancshares
HBAN
$33.4B
$6.12M 0.01%
354,431
+3,448
DBJP icon
400
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$632M
$6.07M 0.01%
71,410
+66,505
14 15
16
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