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
CTSH icon
451
Cognizant
CTSH
$33.8B
$3.05M 0.01%
40,381
+5,008
+14% +$378K
VXUS icon
452
Vanguard Total International Stock ETF
VXUS
$103B
$3.05M 0.01%
52,597
-1,150
-2% -$66.7K
XLE icon
453
Energy Select Sector SPDR Fund
XLE
$27.1B
$3.05M 0.01%
36,336
+19,255
+113% +$1.61M
LULU icon
454
lululemon athletica
LULU
$19.4B
$3.04M 0.01%
5,942
+1,583
+36% +$809K
FLEX icon
455
Flex
FLEX
$21.7B
$3.02M 0.01%
131,676
+22,327
+20% +$512K
ACVA icon
456
ACV Auctions
ACVA
$1.8B
$3.02M 0.01%
199,470
+17,659
+10% +$268K
SNPS icon
457
Synopsys
SNPS
$71.8B
$3.02M 0.01%
5,861
+105
+2% +$54.1K
LH icon
458
Labcorp
LH
$22.7B
$3M 0.01%
13,212
-6,100
-32% -$1.39M
AMN icon
459
AMN Healthcare
AMN
$751M
$2.97M 0.01%
39,619
-60
-0.2% -$4.49K
GD icon
460
General Dynamics
GD
$86.9B
$2.93M 0.01%
11,294
+354
+3% +$91.9K
ORI icon
461
Old Republic International
ORI
$9.92B
$2.9M 0.01%
98,738
+5,666
+6% +$167K
UL icon
462
Unilever
UL
$154B
$2.9M 0.01%
59,849
+595
+1% +$28.8K
AYI icon
463
Acuity Brands
AYI
$10.1B
$2.9M 0.01%
14,135
+4,263
+43% +$873K
VV icon
464
Vanguard Large-Cap ETF
VV
$44.9B
$2.8M 0.01%
12,819
+317
+3% +$69.2K
BK icon
465
Bank of New York Mellon
BK
$73.3B
$2.79M 0.01%
53,688
+10,799
+25% +$562K
DIA icon
466
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
$2.78M 0.01%
7,389
+2,737
+59% +$1.03M
IEFA icon
467
iShares Core MSCI EAFE ETF
IEFA
$152B
$2.77M 0.01%
39,430
+6,146
+18% +$432K
SHOP icon
468
Shopify
SHOP
$185B
$2.77M 0.01%
35,590
-37,789
-51% -$2.94M
DFS
469
DELISTED
Discover Financial Services
DFS
$2.75M 0.01%
24,486
-311
-1% -$35K
AVB icon
470
AvalonBay Communities
AVB
$27.4B
$2.74M 0.01%
14,616
-509,529
-97% -$95.4M
LAMR icon
471
Lamar Advertising Co
LAMR
$12.8B
$2.71M 0.01%
25,538
+2,474
+11% +$263K
QLYS icon
472
Qualys
QLYS
$4.75B
$2.7M 0.01%
+13,773
New +$2.7M
ENPH icon
473
Enphase Energy
ENPH
$4.85B
$2.68M 0.01%
20,299
-262,241
-93% -$34.7M
TREX icon
474
Trex
TREX
$6.43B
$2.68M 0.01%
32,384
+2,087
+7% +$173K
AJG icon
475
Arthur J. Gallagher & Co
AJG
$75.2B
$2.68M 0.01%
11,901
+702
+6% +$158K
17 18
19
20 21