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
MDB icon
476
MongoDB
MDB
$27.2B
$2.66M 0.01%
6,510
-341
-5% -$139K
SPYG icon
477
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
$2.66M 0.01%
40,868
+3,103
+8% +$202K
SITM icon
478
SiTime
SITM
$6.39B
$2.65M 0.01%
21,746
– –
TNL icon
479
Travel + Leisure Co
TNL
$4B
$2.65M 0.01%
67,738
-745
-1% -$29.1K
SCHX icon
480
Schwab US Large- Cap ETF
SCHX
$59.8B
$2.64M 0.01%
140,502
+49,533
+54% +$931K
GLW icon
481
Corning
GLW
$64.2B
$2.63M 0.01%
86,269
-2,203
-2% -$67.1K
PEG icon
482
Public Service Enterprise Group
PEG
$40.8B
$2.6M 0.01%
42,476
+2,567
+6% +$157K
MKTX icon
483
MarketAxess Holdings
MKTX
$6.9B
$2.59M 0.01%
8,853
-71
-0.8% -$20.8K
LAD icon
484
Lithia Motors
LAD
$8.64B
$2.57M 0.01%
7,799
+911
+13% +$300K
VRSK icon
485
Verisk Analytics
VRSK
$36.7B
$2.54M 0.01%
10,637
-159
-1% -$38K
STZ icon
486
Constellation Brands
STZ
$25.2B
$2.54M 0.01%
10,496
+367
+4% +$88.7K
MANH icon
487
Manhattan Associates
MANH
$12.8B
$2.53M 0.01%
11,772
+108
+0.9% +$23.3K
POST icon
488
Post Holdings
POST
$5.69B
$2.49M 0.01%
28,242
+2,066
+8% +$182K
DLTR icon
489
Dollar Tree
DLTR
$20.2B
$2.4M 0.01%
16,864
-1,316
-7% -$187K
JEF icon
490
Jefferies Financial Group
JEF
$13.5B
$2.39M 0.01%
59,046
+448
+0.8% +$18.1K
WFC.PRL icon
491
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.96B
$2.38M 0.01%
1,990
+20
+1% +$23.9K
VHT icon
492
Vanguard Health Care ETF
VHT
$15.6B
$2.36M 0.01%
9,408
+2,239
+31% +$561K
NOC icon
493
Northrop Grumman
NOC
$83B
$2.33M ﹤0.01%
4,979
+244
+5% +$114K
KR icon
494
Kroger
KR
$44.3B
$2.29M ﹤0.01%
50,009
+6,285
+14% +$287K
XLY icon
495
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
$2.28M ﹤0.01%
12,764
+43
+0.3% +$7.69K
HLF icon
496
Herbalife
HLF
$958M
$2.27M ﹤0.01%
148,735
+55,649
+60% +$849K
SRCL
497
DELISTED
Stericycle Inc
SRCL
$2.26M ﹤0.01%
45,527
+1,345
+3% +$66.7K
KMX icon
498
CarMax
KMX
$8.88B
$2.24M ﹤0.01%
29,187
-1,754
-6% -$135K
LPLA icon
499
LPL Financial
LPLA
$27.4B
$2.21M ﹤0.01%
9,724
+3,046
+46% +$693K
BP icon
500
BP
BP
$89.5B
$2.21M ﹤0.01%
62,394
+4,059
+7% +$144K
18 19
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