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
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRO icon
451
Brown & Brown
BRO
$23.3B
$4.43M 0.01%
55,575
-6,078
IVE icon
452
iShares S&P 500 Value ETF
IVE
$49B
$4.43M 0.01%
20,873
-2,879
SSB icon
453
SouthState Bank Corp
SSB
$9.18B
$4.41M 0.01%
46,826
-303
DOV icon
454
Dover
DOV
$28.4B
$4.36M 0.01%
22,331
-426
ACEL icon
455
Accel Entertainment
ACEL
$953M
$4.36M 0.01%
382,049
+500
UBER icon
456
Uber
UBER
$149B
$4.32M 0.01%
52,924
+3,260
HGV icon
457
Hilton Grand Vacations
HGV
$3.44B
$4.24M 0.01%
94,744
+32,012
SPSM icon
458
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$4.22M 0.01%
90,088
+7,732
TROW icon
459
T. Rowe Price
TROW
$19.4B
$4.2M 0.01%
41,063
-1,338
MPC icon
460
Marathon Petroleum
MPC
$63.4B
$4.17M 0.01%
25,656
+1,394
CFR icon
461
Cullen/Frost Bankers
CFR
$8.47B
$4.17M 0.01%
32,918
-2,213
PAYX icon
462
Paychex
PAYX
$34.1B
$4.13M 0.01%
36,857
-280
GM icon
463
General Motors
GM
$67.7B
$4.08M 0.01%
50,231
-5,091
IEMG icon
464
iShares Core MSCI Emerging Markets ETF
IEMG
$140B
$4.06M 0.01%
60,398
+14,083
QCLN icon
465
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$562M
$4.05M 0.01%
90,880
+849
POST icon
466
Post Holdings
POST
$4.99B
$4.01M 0.01%
40,515
+14,999
WPM icon
467
Wheaton Precious Metals
WPM
$68.5B
$3.99M 0.01%
33,935
+1,991
HLF icon
468
Herbalife
HLF
$1.69B
$3.99M 0.01%
309,249
-127,870
EQR icon
469
Equity Residential
EQR
$23.2B
$3.98M 0.01%
63,061
-871
DIA icon
470
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.2B
$3.97M 0.01%
8,264
-22
APD icon
471
Air Products & Chemicals
APD
$61.3B
$3.96M 0.01%
16,045
-1,435
WAB icon
472
Wabtec
WAB
$42.1B
$3.91M 0.01%
18,305
-108
MU icon
473
Micron Technology
MU
$454B
$3.9M 0.01%
13,674
+1,149
PFF icon
474
iShares Preferred and Income Securities ETF
PFF
$14.1B
$3.81M 0.01%
123,061
-13,456
WSO icon
475
Watsco Inc
WSO
$15.4B
$3.79M 0.01%
11,246
-563
17 18
19
20 21