CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+4.76%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$28.5B
AUM Growth
+$2.58B
Cap. Flow
+$1.56B
Cap. Flow %
5.48%
Top 10 Hldgs %
21.33%
Holding
985
New
63
Increased
321
Reduced
431
Closed
71

Top Buys

1
AMZN icon
Amazon
AMZN
+$84.6M
2
SCHW icon
Charles Schwab
SCHW
+$79.9M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$77.6M
4
MSFT icon
Microsoft
MSFT
+$77.3M
5
V icon
Visa
V
+$65.4M

Top Sells

1
CVS icon
CVS Health
CVS
+$95.6M
2
BX icon
Blackstone
BX
+$74.4M
3
ELV icon
Elevance Health
ELV
+$66.2M
4
WDAY icon
Workday
WDAY
+$62.3M
5
SSNC icon
SS&C Technologies
SSNC
+$51.6M

Sector Composition

1 Technology 20.47%
2 Healthcare 13.66%
3 Financials 13.6%
4 Energy 13.45%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RUN icon
476
Sunrun
RUN
$3.76B
$1.91M 0.01%
101,600
– –
MTCH icon
477
Match Group
MTCH
$9.03B
$1.9M 0.01%
28,260
+4,444
+19% +$299K
IEMG icon
478
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
$1.9M 0.01%
36,928
+3,847
+12% +$198K
PFF icon
479
iShares Preferred and Income Securities ETF
PFF
$14.6B
$1.88M 0.01%
50,966
-9,706
-16% -$357K
SSD icon
480
Simpson Manufacturing
SSD
$7.95B
$1.86M 0.01%
27,961
+9,299
+50% +$618K
D icon
481
Dominion Energy
D
$50.5B
$1.85M 0.01%
23,880
-474
-2% -$36.6K
VRSK icon
482
Verisk Analytics
VRSK
$36.7B
$1.81M 0.01%
12,386
-10,575
-46% -$1.55M
SO icon
483
Southern Company
SO
$101B
$1.78M 0.01%
32,243
+2,843
+10% +$157K
NEO icon
484
NeoGenomics
NEO
$990M
$1.76M 0.01%
80,409
-5,468
-6% -$120K
PLNT icon
485
Planet Fitness
PLNT
$8.52B
$1.76M 0.01%
24,271
-4,610
-16% -$334K
LUV icon
486
Southwest Airlines
LUV
$16.2B
$1.76M 0.01%
34,585
-5,916
-15% -$300K
PODD icon
487
Insulet
PODD
$23.9B
$1.75M 0.01%
14,642
-1,762
-11% -$210K
CNK icon
488
Cinemark Holdings
CNK
$3.1B
$1.74M 0.01%
48,232
+179
+0.4% +$6.46K
XLI icon
489
Industrial Select Sector SPDR Fund
XLI
$23.2B
$1.73M 0.01%
22,329
+7,455
+50% +$577K
HMSY
490
DELISTED
HMS Holdings Corp.
HMSY
$1.73M 0.01%
53,299
-8,051
-13% -$261K
FBIN icon
491
Fortune Brands Innovations
FBIN
$7.09B
$1.71M 0.01%
35,099
-52
-0.1% -$2.54K
BIIB icon
492
Biogen
BIIB
$20.8B
$1.7M 0.01%
7,280
-68
-0.9% -$15.9K
SPG icon
493
Simon Property Group
SPG
$58.4B
$1.7M 0.01%
10,623
-65
-0.6% -$10.4K
ORI icon
494
Old Republic International
ORI
$9.86B
$1.7M 0.01%
75,775
+569
+0.8% +$12.7K
ES icon
495
Eversource Energy
ES
$23.7B
$1.67M 0.01%
22,076
+1,078
+5% +$81.7K
HRB icon
496
H&R Block
HRB
$6.75B
$1.66M 0.01%
56,439
-23
-0% -$674
RHI icon
497
Robert Half
RHI
$3.57B
$1.65M 0.01%
29,021
-180
-0.6% -$10.3K
PGR icon
498
Progressive
PGR
$144B
$1.64M 0.01%
20,564
-200
-1% -$16K
BKU icon
499
Bankunited
BKU
$2.92B
$1.63M 0.01%
48,146
-6,773
-12% -$229K
LSXMK
500
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$1.61M 0.01%
55,525
-2,058
-4% -$59.6K
18 19
20
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