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
CVLT icon
851
Commault Systems
CVLT
$3.56B
$549K ﹤0.01%
4,376
-246
JBL icon
852
Jabil
JBL
$27B
$545K ﹤0.01%
2,389
-75
BXSL icon
853
Blackstone Secured Lending
BXSL
$5.57B
$544K ﹤0.01%
20,651
+1,333
APO icon
854
Apollo Global Management
APO
$61.4B
$539K ﹤0.01%
3,725
+547
FELE icon
855
Franklin Electric
FELE
$4.14B
$536K ﹤0.01%
5,615
-4,818
HUM icon
856
Humana
HUM
$20.6B
$536K ﹤0.01%
2,093
-39
SCHV icon
857
Schwab US Large-Cap Value ETF
SCHV
$15.1B
$535K ﹤0.01%
18,068
+2,280
UVV icon
858
Universal Corp
UVV
$1.3B
$533K ﹤0.01%
10,106
-5
DD icon
859
DuPont de Nemours
DD
$18.8B
$532K ﹤0.01%
13,240
-14,878
CCEP icon
860
Coca-Cola Europacific Partners
CCEP
$45.2B
$531K ﹤0.01%
5,849
-168
DASH icon
861
DoorDash
DASH
$73.6B
$528K ﹤0.01%
2,332
+308
RKLB icon
862
Rocket Lab Corp
RKLB
$40.8B
$527K ﹤0.01%
7,552
-396
CNC icon
863
Centene
CNC
$17.6B
$526K ﹤0.01%
12,777
+2,605
MFC icon
864
Manulife Financial
MFC
$56.6B
$525K ﹤0.01%
14,478
-4,267
OHI icon
865
Omega Healthcare
OHI
$14.2B
$525K ﹤0.01%
11,839
+2,543
STZ icon
866
Constellation Brands
STZ
$26B
$523K ﹤0.01%
3,794
-39
PCAR icon
867
PACCAR
PCAR
$62.1B
$523K ﹤0.01%
4,773
+301
CMF icon
868
iShares California Muni Bond ETF
CMF
$4.12B
$520K ﹤0.01%
9,050
DGRW icon
869
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.8B
$518K ﹤0.01%
5,789
-146
CHYM
870
Chime Financial
CHYM
$8.71B
$517K ﹤0.01%
20,523
+18,488
YOU icon
871
Clear Secure
YOU
$4.45B
$516K ﹤0.01%
14,711
+124
DBEF icon
872
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.4B
$515K ﹤0.01%
10,705
-180
TFI icon
873
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$513K ﹤0.01%
11,232
-2,329
HII icon
874
Huntington Ingalls Industries
HII
$16.2B
$512K ﹤0.01%
1,505
-33
DLN icon
875
WisdomTree US LargeCap Dividend Fund
DLN
$5.74B
$512K ﹤0.01%
+5,808
33 34
35
36 37