CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+12.53%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$47.2B
AUM Growth
+$4.96B
Cap. Flow
+$102M
Cap. Flow %
0.22%
Top 10 Hldgs %
25.86%
Holding
1,192
New
114
Increased
448
Reduced
451
Closed
51

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$383M
2
MCD icon
McDonald's
MCD
+$199M
3
EW icon
Edwards Lifesciences
EW
+$174M
4
ZTS icon
Zoetis
ZTS
+$157M
5
CME icon
CME Group
CME
+$77.7M

Top Sells

1
DG icon
Dollar General
DG
+$138M
2
RTX icon
RTX Corp
RTX
+$105M
3
AVB icon
AvalonBay Communities
AVB
+$95.4M
4
DHR icon
Danaher
DHR
+$82.5M
5
TJX icon
TJX Companies
TJX
+$78.1M

Sector Composition

1 Technology 25.57%
2 Healthcare 13.4%
3 Financials 12.98%
4 Consumer Discretionary 9.07%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AWK icon
426
American Water Works
AWK
$27B
$3.77M 0.01%
28,550
-2,133
-7% -$282K
CDW icon
427
CDW
CDW
$22.4B
$3.71M 0.01%
16,333
+356
+2% +$80.9K
KKR icon
428
KKR & Co
KKR
$124B
$3.69M 0.01%
44,483
-204
-0.5% -$16.9K
MNDY icon
429
monday.com
MNDY
$9.66B
$3.64M 0.01%
+19,399
New +$3.64M
SPSM icon
430
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$3.56M 0.01%
84,352
-9,676
-10% -$408K
RSP icon
431
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$3.5M 0.01%
22,186
+3,193
+17% +$504K
ALL icon
432
Allstate
ALL
$52.7B
$3.45M 0.01%
24,613
+2,668
+12% +$373K
PGR icon
433
Progressive
PGR
$144B
$3.43M 0.01%
21,519
-338
-2% -$53.8K
VRT icon
434
Vertiv
VRT
$52.2B
$3.42M 0.01%
71,207
+46,384
+187% +$2.23M
RLI icon
435
RLI Corp
RLI
$6.08B
$3.39M 0.01%
50,952
+130
+0.3% +$8.65K
MPC icon
436
Marathon Petroleum
MPC
$55.2B
$3.33M 0.01%
22,450
+507
+2% +$75.2K
WST icon
437
West Pharmaceutical
WST
$18.4B
$3.33M 0.01%
9,457
-193
-2% -$68K
DOV icon
438
Dover
DOV
$24.1B
$3.28M 0.01%
21,320
-1
-0% -$154
XLF icon
439
Financial Select Sector SPDR Fund
XLF
$53.9B
$3.26M 0.01%
86,690
-3,364
-4% -$126K
TRV icon
440
Travelers Companies
TRV
$61.3B
$3.26M 0.01%
17,109
+65
+0.4% +$12.4K
PRSU
441
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
$3.24M 0.01%
89,385
– –
VOE icon
442
Vanguard Mid-Cap Value ETF
VOE
$18.7B
$3.17M 0.01%
21,851
-3,369
-13% -$489K
XLV icon
443
Health Care Select Sector SPDR Fund
XLV
$34B
$3.13M 0.01%
22,945
+5,502
+32% +$750K
RPG icon
444
Invesco S&P 500 Pure Growth ETF
RPG
$1.75B
$3.12M 0.01%
96,705
– –
AFL icon
445
Aflac
AFL
$57.3B
$3.11M 0.01%
37,733
+2,831
+8% +$234K
LRCX icon
446
Lam Research
LRCX
$136B
$3.1M 0.01%
39,600
+550
+1% +$43.1K
MSI icon
447
Motorola Solutions
MSI
$80.3B
$3.09M 0.01%
9,872
+262
+3% +$82K
RPRX icon
448
Royalty Pharma
RPRX
$15.6B
$3.08M 0.01%
109,801
-10
-0% -$281
FAS icon
449
Direxion Daily Financial Bull 3x Shares
FAS
$2.58B
$3.07M 0.01%
37,124
– –
RMD icon
450
ResMed
RMD
$39.6B
$3.05M 0.01%
17,749
-214,727
-92% -$36.9M
16 17
18
19 20