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
BND icon
676
Vanguard Total Bond Market
BND
$151B
$1.11M ﹤0.01%
14,945
+10,768
K
677
DELISTED
Kellanova
K
$1.11M ﹤0.01%
13,488
-69
CLX icon
678
Clorox
CLX
$13.6B
$1.11M ﹤0.01%
8,969
+318
RKT icon
679
Rocket Companies
RKT
$42.7B
$1.1M ﹤0.01%
57,011
+7,639
CLVT icon
680
Clarivate
CLVT
$1.71B
$1.1M ﹤0.01%
286,507
+40,404
VCIT icon
681
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65B
$1.1M ﹤0.01%
13,032
+1,936
SHYD icon
682
VanEck Short High Yield Muni ETF
SHYD
$416M
$1.08M ﹤0.01%
47,357
+14,529
HPE icon
683
Hewlett Packard
HPE
$28.5B
$1.08M ﹤0.01%
43,901
+1,894
ON icon
684
ON Semiconductor
ON
$23.3B
$1.06M ﹤0.01%
21,569
-1,385
JQUA icon
685
JPMorgan US Quality Factor ETF
JQUA
$7.02B
$1.06M ﹤0.01%
16,810
-2,650
ETR icon
686
Entergy
ETR
$47B
$1.05M ﹤0.01%
11,304
+3,633
ALSN icon
687
Allison Transmission
ALSN
$9.37B
$1.05M ﹤0.01%
12,365
+3,155
EG icon
688
Everest Group
EG
$13B
$1.04M ﹤0.01%
2,961
+373
VMC icon
689
Vulcan Materials
VMC
$34.8B
$1.04M ﹤0.01%
3,366
+230
UCB
690
United Community Banks
UCB
$3.64B
$1.03M ﹤0.01%
32,818
ES icon
691
Eversource Energy
ES
$27.8B
$1.02M ﹤0.01%
14,321
+1,413
DBRG icon
692
DigitalBridge
DBRG
$2.81B
$1.01M ﹤0.01%
86,604
+20,224
KMX icon
693
CarMax
KMX
$6.03B
$1.01M ﹤0.01%
22,570
-977
XEL icon
694
Xcel Energy
XEL
$50.5B
$1.01M ﹤0.01%
12,513
+2,256
JVAL icon
695
JPMorgan US Value Factor ETF
JVAL
$694M
$1M ﹤0.01%
21,139
+1,488
TPR icon
696
Tapestry
TPR
$29.4B
$996K ﹤0.01%
8,800
-3,410
FELE icon
697
Franklin Electric
FELE
$4.14B
$993K ﹤0.01%
10,433
+10
BSV icon
698
Vanguard Short-Term Bond ETF
BSV
$43.8B
$991K ﹤0.01%
12,559
-1,539
NVT icon
699
nVent Electric
NVT
$18B
$980K ﹤0.01%
9,940
+1,023
HIG icon
700
Hartford Financial Services
HIG
$37.2B
$967K ﹤0.01%
7,253
+111
26 27
28
29 30