CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+9.3%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$32.6B
AUM Growth
+$12.1B
Cap. Flow
+$10.7B
Cap. Flow %
32.86%
Top 10 Hldgs %
26.53%
Holding
910
New
321
Increased
356
Reduced
166
Closed
34

Top Buys

1
AMZN icon
Amazon
AMZN
+$596M
2
MSFT icon
Microsoft
MSFT
+$549M
3
AAPL icon
Apple
AAPL
+$451M
4
MA icon
Mastercard
MA
+$272M
5
ROP icon
Roper Technologies
ROP
+$209M

Top Sells

1
C icon
Citigroup
C
+$61M
2
TRP icon
TC Energy
TRP
+$37.9M
3
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$28.1M
4
COF icon
Capital One
COF
+$26.2M
5
WMB icon
Williams Companies
WMB
+$18.2M

Sector Composition

1 Technology 25.74%
2 Healthcare 15.52%
3 Consumer Discretionary 11.47%
4 Financials 11.17%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PGR icon
401
Progressive
PGR
$144B
$3.15M 0.01%
34,184
+8,250
+32% +$760K
CM icon
402
Canadian Imperial Bank of Commerce
CM
$73.3B
$3.14M 0.01%
+93,766
New +$3.14M
ZBH icon
403
Zimmer Biomet
ZBH
$20.3B
$3.12M 0.01%
23,859
-2,535
-10% -$331K
IVE icon
404
iShares S&P 500 Value ETF
IVE
$40.8B
$3.04M 0.01%
27,315
+12,556
+85% +$1.4M
RSG icon
405
Republic Services
RSG
$71.3B
$2.99M 0.01%
31,981
-681
-2% -$63.6K
BFAM icon
406
Bright Horizons
BFAM
$6.36B
$2.97M 0.01%
19,553
-67,428
-78% -$10.3M
XYL icon
407
Xylem
XYL
$33.5B
$2.97M 0.01%
35,269
+21,279
+152% +$1.79M
TPIC
408
DELISTED
TPI Composites
TPIC
$2.9M 0.01%
100,000
-70,000
-41% -$2.03M
AMAT icon
409
Applied Materials
AMAT
$130B
$2.86M 0.01%
48,144
+6,267
+15% +$373K
PAYX icon
410
Paychex
PAYX
$47.9B
$2.84M 0.01%
35,654
+12,963
+57% +$1.03M
SEIC icon
411
SEI Investments
SEIC
$10.7B
$2.82M 0.01%
55,681
+19
+0% +$964
IBB icon
412
iShares Biotechnology ETF
IBB
$5.64B
$2.82M 0.01%
20,825
-618
-3% -$83.7K
MCK icon
413
McKesson
MCK
$87.8B
$2.82M 0.01%
18,901
-2,533
-12% -$377K
DELL icon
414
Dell
DELL
$84.2B
$2.77M 0.01%
80,652
+2,103
+3% +$72.1K
DUK icon
415
Duke Energy
DUK
$94.4B
$2.75M 0.01%
31,407
-29,368
-48% -$2.57M
D icon
416
Dominion Energy
D
$50.7B
$2.73M 0.01%
34,381
+17,372
+102% +$1.38M
MDY icon
417
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
$2.73M 0.01%
+8,043
New +$2.73M
IFF icon
418
International Flavors & Fragrances
IFF
$16.5B
$2.68M 0.01%
21,877
-562
-3% -$68.8K
SHOP icon
419
Shopify
SHOP
$185B
$2.67M 0.01%
+26,120
New +$2.67M
SLB icon
420
Schlumberger
SLB
$53.9B
$2.59M 0.01%
160,817
-146
-0.1% -$2.35K
DOW icon
421
Dow Inc
DOW
$16.9B
$2.56M 0.01%
55,836
+12,249
+28% +$562K
OMC icon
422
Omnicom Group
OMC
$14.7B
$2.54M 0.01%
49,149
+17,130
+53% +$886K
SRCL
423
DELISTED
Stericycle Inc
SRCL
$2.53M 0.01%
40,139
+9,295
+30% +$587K
XEL icon
424
Xcel Energy
XEL
$42.8B
$2.51M 0.01%
36,306
+4,286
+13% +$296K
VHT icon
425
Vanguard Health Care ETF
VHT
$15.6B
$2.5M 0.01%
12,263
-89
-0.7% -$18.2K
15 16
17
18 19