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
SOLV icon
451
Solventum
SOLV
$12.6B
$3.62M 0.01%
+52,420
New +$3.62M
LRCX icon
452
Lam Research
LRCX
$130B
$3.6M 0.01%
36,700
-2,900
-7% -$285K
CCK icon
453
Crown Holdings
CCK
$11B
$3.56M 0.01%
44,949
-319,650
-88% -$25.4M
RPG icon
454
Invesco S&P 500 Pure Growth ETF
RPG
$1.72B
$3.55M 0.01%
96,705
– –
MSI icon
455
Motorola Solutions
MSI
$79.8B
$3.52M 0.01%
9,957
+85
+0.9% +$30.1K
ORI icon
456
Old Republic International
ORI
$10.1B
$3.49M 0.01%
113,245
+14,507
+15% +$447K
XLF icon
457
Financial Select Sector SPDR Fund
XLF
$53.2B
$3.47M 0.01%
82,955
-3,735
-4% -$156K
ACVA icon
458
ACV Auctions
ACVA
$2.03B
$3.39M 0.01%
185,381
-14,089
-7% -$258K
AFL icon
459
Aflac
AFL
$57.2B
$3.38M 0.01%
39,734
+2,001
+5% +$170K
SGOV icon
460
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
$3.37M 0.01%
33,575
+24,829
+284% +$2.49M
CTSH icon
461
Cognizant
CTSH
$35.1B
$3.36M 0.01%
46,781
+6,400
+16% +$459K
NUE icon
462
Nucor
NUE
$33.8B
$3.35M 0.01%
16,737
+4,966
+42% +$993K
GILD icon
463
Gilead Sciences
GILD
$143B
$3.3M 0.01%
45,260
-10,698
-19% -$780K
GD icon
464
General Dynamics
GD
$86.8B
$3.29M 0.01%
11,301
+7
+0.1% +$2.04K
VXUS icon
465
Vanguard Total International Stock ETF
VXUS
$102B
$3.29M 0.01%
54,586
+1,989
+4% +$120K
RPRX icon
466
Royalty Pharma
RPRX
$15.6B
$3.28M 0.01%
109,833
+32
+0% +$957
VOE icon
467
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$3.2M 0.01%
20,675
-1,176
-5% -$182K
LAMR icon
468
Lamar Advertising Co
LAMR
$13B
$3.18M 0.01%
27,364
+1,826
+7% +$212K
DFS
469
DELISTED
Discover Financial Services
DFS
$3.14M 0.01%
24,277
-209
-0.9% -$27K
DT icon
470
Dynatrace
DT
$15.1B
$3.14M 0.01%
68,607
+55,722
+432% +$2.55M
TREX icon
471
Trex
TREX
$6.93B
$3.14M 0.01%
32,024
-360
-1% -$35.3K
XLV icon
472
Health Care Select Sector SPDR Fund
XLV
$34B
$3.12M 0.01%
21,327
-1,618
-7% -$237K
RMD icon
473
ResMed
RMD
$40.6B
$3.11M 0.01%
16,418
-1,331
-7% -$252K
PEG icon
474
Public Service Enterprise Group
PEG
$40.5B
$3.1M 0.01%
46,504
+4,028
+9% +$268K
IBIT icon
475
iShares Bitcoin Trust
IBIT
$83.3B
$3.07M 0.01%
+77,216
New +$3.07M
17 18
19
20 21