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
SCHX icon
451
Schwab US Large- Cap ETF
SCHX
$63.2B
$4.36M 0.01%
165,455
+33,809
TROW icon
452
T. Rowe Price
TROW
$19.2B
$4.35M 0.01%
42,401
-481
ACVA icon
453
ACV Auctions
ACVA
$863M
$4.34M 0.01%
437,781
+192,694
PFF icon
454
iShares Preferred and Income Securities ETF
PFF
$14.1B
$4.32M 0.01%
136,517
-17,864
SNPS icon
455
Synopsys
SNPS
$82.2B
$4.31M 0.01%
8,737
+4,960
SLB icon
456
SLB Ltd
SLB
$72.5B
$4.26M 0.01%
124,001
+19,917
ABNB icon
457
Airbnb
ABNB
$79.1B
$4.22M 0.01%
34,790
-8,417
ACEL icon
458
Accel Entertainment
ACEL
$922M
$4.22M 0.01%
381,549
-8,112
SHY icon
459
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$4.19M 0.01%
50,549
-1,574
LPLA icon
460
LPL Financial
LPLA
$23.9B
$4.17M 0.01%
12,530
-273
EQR icon
461
Equity Residential
EQR
$22.8B
$4.14M 0.01%
63,932
+868
VLTO icon
462
Veralto
VLTO
$22.7B
$4.09M 0.01%
38,332
-2,096
HYG icon
463
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.5B
$4.06M 0.01%
50,050
-781
TLN
464
Talen Energy Corp
TLN
$14.8B
$4.01M 0.01%
9,419
+231
CCOI icon
465
Cogent Communications
CCOI
$1.07B
$3.98M 0.01%
103,715
-2,155
CVS icon
466
CVS Health
CVS
$96.7B
$3.95M 0.01%
52,357
-11,046
CULP icon
467
Culp, Inc. Common Stock
CULP
$38.6M
$3.92M 0.01%
879,844
RMD icon
468
ResMed
RMD
$35B
$3.91M 0.01%
14,271
+632
PEG icon
469
Public Service Enterprise Group
PEG
$41.3B
$3.88M 0.01%
46,534
-1,736
MSTR icon
470
Strategy Inc
MSTR
$45.5B
$3.85M 0.01%
11,940
-2,240
JEF icon
471
Jefferies Financial Group
JEF
$7.72B
$3.84M 0.01%
58,744
+542
DIA icon
472
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.9B
$3.84M 0.01%
8,286
-9
SPSM icon
473
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$3.81M 0.01%
82,356
-3,223
NOC icon
474
Northrop Grumman
NOC
$105B
$3.8M 0.01%
6,234
-25
DOV icon
475
Dover
DOV
$28.2B
$3.8M 0.01%
22,757
+807
17 18
19
20 21