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
CTSH icon
526
Cognizant
CTSH
$30B
$2.57M ﹤0.01%
38,357
-4,291
VHT icon
527
Vanguard Health Care ETF
VHT
$16.9B
$2.55M ﹤0.01%
9,822
-221
WBI
528
WaterBridge Infrastructure LLC
WBI
$1.09B
$2.52M ﹤0.01%
+100,000
EOG icon
529
EOG Resources
EOG
$70.8B
$2.52M ﹤0.01%
22,478
+1,998
SCHF icon
530
Schwab International Equity ETF
SCHF
$58.7B
$2.44M ﹤0.01%
104,863
+38,675
KR icon
531
Kroger
KR
$44.2B
$2.43M ﹤0.01%
35,999
+2,826
VGK icon
532
Vanguard FTSE Europe ETF
VGK
$30.6B
$2.43M ﹤0.01%
30,402
+10,505
TGT icon
533
Target
TGT
$54.2B
$2.41M ﹤0.01%
26,898
-2,345
TTAN
534
ServiceTitan Inc
TTAN
$7.27B
$2.41M ﹤0.01%
23,871
-819,243
SGI
535
Somnigroup International
SGI
$16.6B
$2.4M ﹤0.01%
28,489
+51
WFC.PRL icon
536
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.72B
$2.39M ﹤0.01%
1,940
RJF icon
537
Raymond James Financial
RJF
$29.2B
$2.38M ﹤0.01%
13,762
+1,496
ED icon
538
Consolidated Edison
ED
$40.4B
$2.37M ﹤0.01%
23,579
+91
RPV icon
539
Invesco S&P 500 Pure Value ETF
RPV
$1.7B
$2.36M ﹤0.01%
23,785
-106
TREX icon
540
Trex
TREX
$3.95B
$2.36M ﹤0.01%
45,646
+333
NUE icon
541
Nucor
NUE
$38.9B
$2.36M ﹤0.01%
17,405
+1,599
PYPL icon
542
PayPal
PYPL
$41.9B
$2.35M ﹤0.01%
35,077
-415
AZ icon
543
A2Z Smart Technologies
AZ
$227M
$2.31M ﹤0.01%
288,982
-33,900
ITOT icon
544
iShares Core S&P Total US Stock Market ETF
ITOT
$81.2B
$2.27M ﹤0.01%
15,605
-707
VBR icon
545
Vanguard Small-Cap Value ETF
VBR
$32.8B
$2.27M ﹤0.01%
10,855
+1,339
VT icon
546
Vanguard Total World Stock ETF
VT
$63.4B
$2.23M ﹤0.01%
16,185
+331
GBTC icon
547
Grayscale Bitcoin Trust
GBTC
$28.1B
$2.22M ﹤0.01%
24,781
+229
HYMB icon
548
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3B
$2.21M ﹤0.01%
88,491
LILAK icon
549
Liberty Latin America Class C
LILAK
$1.48B
$2.19M ﹤0.01%
259,778
-212,620
WBD icon
550
Warner Bros
WBD
$69.1B
$2.17M ﹤0.01%
111,141
-112,466
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