CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$216M
3
+$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$328M
2
+$192M
3
+$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
26
Vanguard Mid-Cap ETF
VO
$87.4B
$365M 0.77%
1,597,952
+321,778
DHR icon
27
Danaher
DHR
$151B
$363M 0.77%
2,081,159
+506,083
ICE icon
28
Intercontinental Exchange
ICE
$87.8B
$363M 0.77%
2,394,263
-11,333
CSCO icon
29
Cisco
CSCO
$273B
$358M 0.76%
6,724,756
-1,727,729
LNG icon
30
Cheniere Energy
LNG
$48.4B
$354M 0.75%
1,723,539
+451,895
VOO icon
31
Vanguard S&P 500 ETF
VOO
$752B
$352M 0.74%
771,008
+30,896
MCD icon
32
McDonald's
MCD
$218B
$341M 0.72%
1,135,910
+5,750
LIN icon
33
Linde
LIN
$208B
$338M 0.71%
818,884
-4,336
QCOM icon
34
Qualcomm
QCOM
$177B
$338M 0.71%
2,709,228
-341
SGOV icon
35
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$333M 0.7%
3,311,219
+3,227,812
HD icon
36
Home Depot
HD
$386B
$327M 0.69%
974,244
-248,598
UNP icon
37
Union Pacific
UNP
$133B
$325M 0.69%
1,560,812
-7,124
PEP icon
38
PepsiCo
PEP
$209B
$321M 0.68%
2,285,528
+347
ROP icon
39
Roper Technologies
ROP
$53.8B
$320M 0.67%
615,573
-4,823
JKHY icon
40
Jack Henry & Associates
JKHY
$11.1B
$316M 0.67%
1,931,554
-10,370
MLM icon
41
Martin Marietta Materials
MLM
$37.6B
$313M 0.66%
690,812
+217,200
SYK icon
42
Stryker
SYK
$141B
$302M 0.64%
894,863
+142,031
ADBE icon
43
Adobe
ADBE
$138B
$300M 0.63%
881,723
-18,571
AMT icon
44
American Tower
AMT
$89.7B
$297M 0.63%
1,451,613
-224,597
WDAY icon
45
Workday
WDAY
$60.8B
$297M 0.63%
1,409,215
+250,666
TEL icon
46
TE Connectivity
TEL
$66.2B
$287M 0.61%
2,346,628
-10,490
MNST icon
47
Monster Beverage
MNST
$68.5B
$279M 0.59%
5,065,933
+192,961
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$122B
$277M 0.59%
866,018
-80,820
EPD icon
49
Enterprise Products Partners
EPD
$65.5B
$273M 0.58%
9,401,349
-105,687
HWM icon
50
Howmet Aerospace
HWM
$77.3B
$269M 0.57%
2,350,643
+237,909
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