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
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
676
Dell
DELL
$95.3B
$1.14M ﹤0.01%
9,075
-466
SPMD icon
677
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$1.14M ﹤0.01%
19,694
+73
SEE icon
678
Sealed Air
SEE
$6.18B
$1.14M ﹤0.01%
27,509
+1,183
TDY icon
679
Teledyne Technologies
TDY
$30.3B
$1.12M ﹤0.01%
2,193
-32
XLP icon
680
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.9B
$1.12M ﹤0.01%
14,396
-592
CCO icon
681
Clear Channel Outdoor Holdings
CCO
$1.18B
$1.1M ﹤0.01%
500,000
MANH icon
682
Manhattan Associates
MANH
$8.68B
$1.1M ﹤0.01%
6,369
+80
STX icon
683
Seagate
STX
$86.1B
$1.1M ﹤0.01%
4,008
+126
NBIX icon
684
Neurocrine Biosciences
NBIX
$13B
$1.1M ﹤0.01%
7,726
-255
DFAC icon
685
Dimensional US Core Equity 2 ETF
DFAC
$41.2B
$1.1M ﹤0.01%
27,667
+3,342
NXPI icon
686
NXP Semiconductors
NXPI
$51.3B
$1.07M ﹤0.01%
4,934
-382
FTEC icon
687
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$1.07M ﹤0.01%
4,754
+450
BKR icon
688
Baker Hughes
BKR
$58.6B
$1.07M ﹤0.01%
23,401
-744
DG icon
689
Dollar General
DG
$32.1B
$1.06M ﹤0.01%
8,017
-500
JQUA icon
690
JPMorgan US Quality Factor ETF
JQUA
$7.04B
$1.06M ﹤0.01%
16,810
HPQ icon
691
HP
HPQ
$17.2B
$1.06M ﹤0.01%
47,656
-3,296
HPE icon
692
Hewlett Packard
HPE
$28B
$1.06M ﹤0.01%
44,021
+120
GRMN icon
693
Garmin
GRMN
$46.5B
$1.06M ﹤0.01%
5,202
-5
VCIT icon
694
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.4B
$1.05M ﹤0.01%
12,591
-441
ETR icon
695
Entergy
ETR
$47.5B
$1.05M ﹤0.01%
11,385
+81
NVT icon
696
nVent Electric
NVT
$17.6B
$1.05M ﹤0.01%
10,316
+376
JVAL icon
697
JPMorgan US Value Factor ETF
JVAL
$694M
$1.04M ﹤0.01%
21,149
+10
ZBH icon
698
Zimmer Biomet
ZBH
$17.9B
$1.04M ﹤0.01%
11,530
-2,283
BND icon
699
Vanguard Total Bond Market
BND
$152B
$1.04M ﹤0.01%
13,990
-955
UCB
700
United Community Banks
UCB
$3.66B
$1.03M ﹤0.01%
32,847
+29
26 27
28
29 30