CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$182M
3
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

1
+$314M
2
+$233M
3
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
426
Sysco
SYY
$40.2B
$5.11M 0.01%
62,109
+6,429
ADSK icon
427
Autodesk
ADSK
$53B
$5.11M 0.01%
16,088
-783
CRWD icon
428
CrowdStrike
CRWD
$111B
$5.08M 0.01%
10,360
-55,733
KLAC icon
429
KLA
KLAC
$194B
$5.06M 0.01%
4,695
+2,272
INR
430
Infinity Natural Resources
INR
$339M
$5M 0.01%
381,590
+131,590
WEC icon
431
WEC Energy
WEC
$37.2B
$4.99M 0.01%
43,570
-4,936
IWY icon
432
iShares Russell Top 200 Growth ETF
IWY
$15.5B
$4.97M 0.01%
18,153
+6,243
IVE icon
433
iShares S&P 500 Value ETF
IVE
$48.8B
$4.91M 0.01%
23,752
+354
ORI icon
434
Old Republic International
ORI
$9.91B
$4.9M 0.01%
115,412
-3,465
UBER icon
435
Uber
UBER
$154B
$4.87M 0.01%
49,664
+20,919
WSO icon
436
Watsco Inc
WSO
$15.4B
$4.77M 0.01%
11,809
+607
APD icon
437
Air Products & Chemicals
APD
$61.3B
$4.77M 0.01%
17,480
+482
PATK icon
438
Patrick Industries
PATK
$3.85B
$4.72M 0.01%
45,683
PAYX icon
439
Paychex
PAYX
$33.8B
$4.71M 0.01%
37,137
-646
MPC icon
440
Marathon Petroleum
MPC
$65.9B
$4.68M 0.01%
24,262
+1,212
SSB icon
441
SouthState Bank Corp
SSB
$8.95B
$4.66M 0.01%
47,129
+52
SNA icon
442
Snap-on
SNA
$19.2B
$4.65M 0.01%
13,421
-39
SPG icon
443
Simon Property Group
SPG
$61.4B
$4.56M 0.01%
24,304
+4,343
CGDV icon
444
Capital Group Dividend Value ETF
CGDV
$29.9B
$4.54M 0.01%
108,084
+107,252
MGK icon
445
Vanguard Mega Cap Growth ETF
MGK
$29.4B
$4.53M 0.01%
11,249
+1,312
CFR icon
446
Cullen/Frost Bankers
CFR
$8.43B
$4.45M 0.01%
35,131
-53,843
MBOT icon
447
Microbot Medical
MBOT
$184M
$4.43M 0.01%
1,454,000
+842,000
GLW icon
448
Corning
GLW
$116B
$4.41M 0.01%
53,724
+1,023
KMB icon
449
Kimberly-Clark
KMB
$33.2B
$4.4M 0.01%
35,355
+184
C icon
450
Citigroup
C
$189B
$4.38M 0.01%
43,142
+3,988
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