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
COHR icon
776
Coherent
COHR
$47.1B
$697K ﹤0.01%
6,474
+32
ALB icon
777
Albemarle
ALB
$19.8B
$694K ﹤0.01%
8,565
-183
IVOG icon
778
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.42B
$683K ﹤0.01%
5,718
DLTR icon
779
Dollar Tree
DLTR
$22.5B
$683K ﹤0.01%
7,233
-1,023
IRTC icon
780
iRhythm Holdings
IRTC
$3.87B
$679K ﹤0.01%
3,945
IGV icon
781
iShares Expanded Tech-Software Sector ETF
IGV
$10.8B
$673K ﹤0.01%
5,856
+151
WTS icon
782
Watts Water Technologies
WTS
$10.3B
$670K ﹤0.01%
2,398
-58
SRE icon
783
Sempra
SRE
$60.6B
$668K ﹤0.01%
7,421
+738
DSGR icon
784
Distribution Solutions Group
DSGR
$953M
$666K ﹤0.01%
22,136
VCR icon
785
Vanguard Consumer Discretionary ETF
VCR
$5.91B
$661K ﹤0.01%
1,669
-25
SECT icon
786
Main Sector Rotation ETF
SECT
$2.39B
$657K ﹤0.01%
10,427
SNV
787
DELISTED
Synovus
SNV
$654K ﹤0.01%
13,328
+2,540
ECON icon
788
Columbia Emerging Markets Consumer ETF
ECON
$296M
$653K ﹤0.01%
24,635
+377
PTON icon
789
Peloton Interactive
PTON
$1.64B
$651K ﹤0.01%
72,375
SHM icon
790
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$646K ﹤0.01%
13,401
+8,277
FTV icon
791
Fortive
FTV
$17.3B
$643K ﹤0.01%
13,130
-720
VFH icon
792
Vanguard Financials ETF
VFH
$12.2B
$641K ﹤0.01%
4,887
+260
FTNT icon
793
Fortinet
FTNT
$61.8B
$639K ﹤0.01%
7,595
-2,770
PEY icon
794
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.01B
$636K ﹤0.01%
30,180
-137
EIX icon
795
Edison International
EIX
$27.5B
$635K ﹤0.01%
11,483
+639
SPDW icon
796
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37.4B
$632K ﹤0.01%
14,778
+445
LYB icon
797
LyondellBasell Industries
LYB
$21.7B
$631K ﹤0.01%
12,868
-2,167
IVZ icon
798
Invesco
IVZ
$10.6B
$629K ﹤0.01%
27,432
-167
XPO icon
799
XPO
XPO
$22.7B
$629K ﹤0.01%
4,863
+745
MKC icon
800
McCormick & Company Non-Voting
MKC
$16.1B
$629K ﹤0.01%
9,393
+547
30 31
32
33 34