CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+8.21%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$45.7B
AUM Growth
+$568M
Cap. Flow
-$19B
Cap. Flow %
-41.55%
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63

Top Buys

1
WEC icon
WEC Energy
WEC
+$109M
2
NEE icon
NextEra Energy, Inc.
NEE
+$105M
3
WDAY icon
Workday
WDAY
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$99.4M
5
PFE icon
Pfizer
PFE
+$94.1M

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.8B
2
CB icon
Chubb
CB
+$4.04B
3
RUN icon
Sunrun
RUN
+$208M
4
RBA icon
RB Global
RBA
+$108M
5
SYK icon
Stryker
SYK
+$87.6M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ANET icon
426
Arista Networks
ANET
$189B
$3.96M 0.01%
97,796
-28,228
-22% -$1.14M
AVY icon
427
Avery Dennison
AVY
$12.8B
$3.94M 0.01%
22,918
+407
+2% +$69.9K
FTCH
428
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
$3.92M 0.01%
649,785
-8,499
-1% -$51.3K
LH icon
429
Labcorp
LH
$22.7B
$3.84M 0.01%
21,273
+801
+4% +$144K
UNF icon
430
Unifirst Corp
UNF
$3.17B
$3.79M 0.01%
24,463
– –
IVE icon
431
iShares S&P 500 Value ETF
IVE
$40.8B
$3.75M 0.01%
23,276
+885
+4% +$143K
SPSM icon
432
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$3.71M 0.01%
95,612
+20,220
+27% +$785K
PAYX icon
433
Paychex
PAYX
$47.9B
$3.61M 0.01%
32,307
+3,979
+14% +$445K
SITM icon
434
SiTime
SITM
$6.39B
$3.6M 0.01%
30,506
– –
VNQ icon
435
Vanguard Real Estate ETF
VNQ
$34.4B
$3.59M 0.01%
43,017
-1,606
-4% -$134K
DUK icon
436
Duke Energy
DUK
$94.4B
$3.57M 0.01%
39,770
-99
-0.2% -$8.88K
CDW icon
437
CDW
CDW
$22.4B
$3.55M 0.01%
19,365
-302,214
-94% -$55.5M
RLI icon
438
RLI Corp
RLI
$6.08B
$3.47M 0.01%
50,788
– –
PGR icon
439
Progressive
PGR
$144B
$3.46M 0.01%
26,120
-596
-2% -$78.9K
AES icon
440
AES
AES
$9.06B
$3.46M 0.01%
166,758
+150,050
+898% +$3.11M
VOE icon
441
Vanguard Mid-Cap Value ETF
VOE
$18.7B
$3.45M 0.01%
24,903
-5,842
-19% -$808K
UL icon
442
Unilever
UL
$154B
$3.24M 0.01%
62,188
+1,678
+3% +$87.5K
XLF icon
443
Financial Select Sector SPDR Fund
XLF
$53.9B
$3.21M 0.01%
95,245
-127
-0.1% -$4.28K
GLW icon
444
Corning
GLW
$64.2B
$3.21M 0.01%
91,475
-1,556
-2% -$54.5K
DHI icon
445
D.R. Horton
DHI
$52.5B
$3.19M 0.01%
26,180
-13,419
-34% -$1.63M
DASH icon
446
DoorDash
DASH
$110B
$3.15M 0.01%
41,281
+301
+0.7% +$23K
AMAT icon
447
Applied Materials
AMAT
$130B
$3.15M 0.01%
21,789
+349
+2% +$50.4K
CM icon
448
Canadian Imperial Bank of Commerce
CM
$73.3B
$3.03M 0.01%
71,090
+28,150
+66% +$1.2M
STNE icon
449
StoneCo
STNE
$4.71B
$2.98M 0.01%
233,945
-2,492
-1% -$31.7K
TRV icon
450
Travelers Companies
TRV
$61.3B
$2.97M 0.01%
17,095
-545
-3% -$94.6K
16 17
18
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