CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
-14.11%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$38.5B
AUM Growth
-$7.31B
Cap. Flow
-$87.6M
Cap. Flow %
-0.23%
Top 10 Hldgs %
25.55%
Holding
1,345
New
81
Increased
320
Reduced
515
Closed
138

Top Buys

1
IQV icon
IQVIA
IQV
+$183M
2
LHX icon
L3Harris
LHX
+$106M
3
AZN icon
AstraZeneca
AZN
+$98.5M
4
AMT icon
American Tower
AMT
+$70.4M
5
SIVB
SVB Financial Group
SIVB
+$65.7M

Top Sells

1
MDT icon
Medtronic
MDT
+$177M
2
DHI icon
D.R. Horton
DHI
+$110M
3
GS icon
Goldman Sachs
GS
+$76.9M
4
NVDA icon
NVIDIA
NVDA
+$73.4M
5
COST icon
Costco
COST
+$73.2M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VOT icon
401
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$3.82M 0.01%
21,781
-21
-0.1% -$3.68K
KDP icon
402
Keurig Dr Pepper
KDP
$37.3B
$3.8M 0.01%
107,281
+6,784
+7% +$240K
AMD icon
403
Advanced Micro Devices
AMD
$259B
$3.79M 0.01%
49,572
+2,603
+6% +$199K
CULP icon
404
Culp
CULP
$59.2M
$3.78M 0.01%
879,844
– –
LH icon
405
Labcorp
LH
$22.7B
$3.75M 0.01%
18,634
+442
+2% +$89K
PTRA
406
DELISTED
Proterra Inc. Common Stock
PTRA
$3.73M 0.01%
803,958
+50,558
+7% +$235K
WEC icon
407
WEC Energy
WEC
$35.2B
$3.73M 0.01%
37,018
+87
+0.2% +$8.76K
PGX icon
408
Invesco Preferred ETF
PGX
$3.97B
$3.72M 0.01%
301,657
-13,384
-4% -$165K
CCI icon
409
Crown Castle
CCI
$40.9B
$3.72M 0.01%
22,095
-326
-1% -$54.9K
WBA
410
DELISTED
Walgreens Boots Alliance
WBA
$3.66M 0.01%
96,677
+1,022
+1% +$38.7K
DHI icon
411
D.R. Horton
DHI
$52.5B
$3.66M 0.01%
55,350
-1,665,176
-97% -$110M
VFC icon
412
VF Corp
VFC
$5.85B
$3.62M 0.01%
81,854
-4,191
-5% -$185K
ETN icon
413
Eaton
ETN
$141B
$3.58M 0.01%
28,404
+2,406
+9% +$303K
CWEN icon
414
Clearway Energy Class C
CWEN
$3.35B
$3.5M 0.01%
100,500
-18,279
-15% -$637K
PGR icon
415
Progressive
PGR
$144B
$3.45M 0.01%
29,703
-2,402
-7% -$279K
DFS
416
DELISTED
Discover Financial Services
DFS
$3.44M 0.01%
36,395
+802
+2% +$75.9K
COR icon
417
Cencora
COR
$57.4B
$3.44M 0.01%
24,275
-115
-0.5% -$16.3K
ZIM icon
418
ZIM Integrated Shipping Services
ZIM
$1.59B
$3.42M 0.01%
72,500
+13,320
+23% +$629K
VNQ icon
419
Vanguard Real Estate ETF
VNQ
$34.4B
$3.42M 0.01%
37,495
-11,257
-23% -$1.03M
SSB icon
420
SouthState Bank Corporation
SSB
$10.3B
$3.37M 0.01%
43,639
– –
WIX icon
421
WIX.com
WIX
$9.13B
$3.29M 0.01%
50,227
+23,040
+85% +$1.51M
HSY icon
422
Hershey
HSY
$37.6B
$3.23M 0.01%
14,995
+91
+0.6% +$19.6K
XLU icon
423
Utilities Select Sector SPDR Fund
XLU
$21B
$3.23M 0.01%
45,988
-1,758
-4% -$123K
ARES icon
424
Ares Management
ARES
$39.3B
$3.19M 0.01%
56,160
-2,628
-4% -$149K
DM
425
DELISTED
Desktop Metal, Inc.
DM
$3.17M 0.01%
144,166
– –
15 16
17
18 19