CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+10.58%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$187M
Cap. Flow %
-0.37%
Top 10 Hldgs %
26.91%
Holding
3,085
New
1,933
Increased
452
Reduced
557
Closed
20

Top Buys

1
ODFL icon
Old Dominion Freight Line
ODFL
$689M
2
META icon
Meta Platforms (Facebook)
META
$203M
3
NVDA icon
NVIDIA
NVDA
$163M
4
ULTA icon
Ulta Beauty
ULTA
$108M
5
MCD icon
McDonald's
MCD
$103M

Top Sells

1
COST icon
Costco
COST
$237M
2
TM icon
Toyota
TM
$178M
3
AAPL icon
Apple
AAPL
$103M
4
V icon
Visa
V
$100M
5
HD icon
Home Depot
HD
$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
YOU icon
426
Clear Secure
YOU
$3.35B
$4.28M 0.01%
205,586
+13,780
+7% +$287K
ALL icon
427
Allstate
ALL
$53.1B
$4.28M 0.01%
24,791
+178
+0.7% +$30.7K
SHY icon
428
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.23M 0.01%
51,979
+37,756
+265% +$3.07M
VNQ icon
429
Vanguard Real Estate ETF
VNQ
$34.7B
$4.17M 0.01%
49,071
-1,457
-3% -$124K
UNF icon
430
Unifirst Corp
UNF
$3.3B
$4.16M 0.01%
24,549
-29
-0.1% -$4.91K
DKL icon
431
Delek Logistics
DKL
$2.31B
$4.15M 0.01%
+102,005
New +$4.15M
T icon
432
AT&T
T
$212B
$4.14M 0.01%
236,325
-26,924
-10% -$471K
MSTR icon
433
Strategy Inc Common Stock Class A
MSTR
$95.2B
$4.13M 0.01%
25,250
-1,110
-4% -$182K
CULP icon
434
Culp
CULP
$53.6M
$4.13M 0.01%
879,844
– –
ONON icon
435
On Holding
ONON
$14.9B
$4.11M 0.01%
116,615
+42,690
+58% +$1.5M
FAS icon
436
Direxion Daily Financial Bull 3x Shares
FAS
$2.59B
$4.09M 0.01%
37,124
– –
HSY icon
437
Hershey
HSY
$37.6B
$4.07M 0.01%
20,527
-42
-0.2% -$8.33K
APD icon
438
Air Products & Chemicals
APD
$64.5B
$4.06M 0.01%
16,662
-1,308
-7% -$318K
XLU icon
439
Utilities Select Sector SPDR Fund
XLU
$20.7B
$4.03M 0.01%
61,753
-390,903
-86% -$25.5M
USO icon
440
United States Oil Fund
USO
$939M
$4.01M 0.01%
50,343
-25,126
-33% -$2M
AVY icon
441
Avery Dennison
AVY
$13.1B
$3.97M 0.01%
17,752
-2,780
-14% -$622K
SNA icon
442
Snap-on
SNA
$17.1B
$3.93M 0.01%
13,348
-56
-0.4% -$16.5K
SSB icon
443
SouthState Bank Corporation
SSB
$10.4B
$3.92M 0.01%
47,119
+244
+0.5% +$20.3K
PGR icon
444
Progressive
PGR
$143B
$3.88M 0.01%
18,504
-3,015
-14% -$633K
DOV icon
445
Dover
DOV
$24.4B
$3.85M 0.01%
21,952
+632
+3% +$111K
RLI icon
446
RLI Corp
RLI
$6.16B
$3.76M 0.01%
50,952
– –
BILL icon
447
BILL Holdings
BILL
$5.24B
$3.73M 0.01%
57,846
+7,941
+16% +$512K
STZ icon
448
Constellation Brands
STZ
$26.2B
$3.71M 0.01%
13,934
+3,438
+33% +$915K
WST icon
449
West Pharmaceutical
WST
$18B
$3.65M 0.01%
9,231
-226
-2% -$89.5K
SPYG icon
450
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
$3.64M 0.01%
49,685
+8,817
+22% +$646K
16 17
18
19 20