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
UVV icon
826
Universal Corp
UVV
$1.3B
$565K ﹤0.01%
10,111
+1,535
AMTX icon
827
Aemetis
AMTX
$102M
$563K ﹤0.01%
250,190
WAL icon
828
Western Alliance Bancorporation
WAL
$7.65B
$562K ﹤0.01%
6,482
+472
HRMY icon
829
Harmony Biosciences
HRMY
$1.67B
$558K ﹤0.01%
20,233
+16,865
HUM icon
830
Humana
HUM
$20.6B
$555K ﹤0.01%
2,132
+35
COKE icon
831
Coca-Cola Consolidated
COKE
$13.9B
$555K ﹤0.01%
4,733
+603
SEB icon
832
Seaboard Corp
SEB
$4.74B
$554K ﹤0.01%
152
-19
ONON icon
833
On Holding
ONON
$13.1B
$554K ﹤0.01%
13,088
-1,211
EXR icon
834
Extra Space Storage
EXR
$29.9B
$554K ﹤0.01%
3,931
-11,271
NTAP icon
835
NetApp
NTAP
$19.3B
$554K ﹤0.01%
4,675
+455
DJD icon
836
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$442M
$552K ﹤0.01%
10,000
BWXT icon
837
BWX Technologies
BWXT
$17.9B
$551K ﹤0.01%
2,986
+749
DASH icon
838
DoorDash
DASH
$73.6B
$551K ﹤0.01%
2,024
+658
KD icon
839
Kyndryl
KD
$2.85B
$546K ﹤0.01%
18,198
+237
SJM icon
840
J.M. Smucker
SJM
$11.5B
$545K ﹤0.01%
5,014
+465
CCEP icon
841
Coca-Cola Europacific Partners
CCEP
$45.2B
$544K ﹤0.01%
6,017
+390
XHB icon
842
State Street SPDR S&P Homebuilders ETF
XHB
$1.53B
$539K ﹤0.01%
4,860
+3,031
MOH icon
843
Molina Healthcare
MOH
$7.56B
$538K ﹤0.01%
2,813
+2,713
JBL icon
844
Jabil
JBL
$27B
$535K ﹤0.01%
2,464
-6
VTR icon
845
Ventas
VTR
$40.8B
$532K ﹤0.01%
7,599
+2,932
DFIV icon
846
Dimensional International Value ETF
DFIV
$17.9B
$531K ﹤0.01%
11,514
ITRI icon
847
Itron
ITRI
$4.04B
$530K ﹤0.01%
4,251
+287
MKL icon
848
Markel Group
MKL
$24.6B
$529K ﹤0.01%
277
+27
BEN icon
849
Franklin Resources
BEN
$13B
$529K ﹤0.01%
22,879
+902
DGRW icon
850
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.8B
$528K ﹤0.01%
5,935
+2,335
32 33
34
35 36