CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$216M
3
+$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$328M
2
+$192M
3
+$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
101
Costco
COST
$410B
$111M 0.23%
121,876
-2,964
BN icon
102
Brookfield
BN
$98.8B
$110M 0.23%
2,472,005
+62,594
BSX icon
103
Boston Scientific
BSX
$145B
$108M 0.23%
1,190,811
+1,172,866
IBM icon
104
IBM
IBM
$257B
$106M 0.22%
479,827
+13,688
ALC icon
105
Alcon
ALC
$37.3B
$105M 0.22%
1,249,661
+15,809
IWM icon
106
iShares Russell 2000 ETF
IWM
$70.3B
$105M 0.22%
601,114
+26,028
CYBR icon
107
CyberArk
CYBR
$24.6B
$105M 0.22%
331,467
+219,469
GE icon
108
GE Aerospace
GE
$318B
$104M 0.22%
615,997
+525,117
IWB icon
109
iShares Russell 1000 ETF
IWB
$44.5B
$102M 0.22%
374,850
-118,713
FICO icon
110
Fair Isaac
FICO
$38.9B
$102M 0.21%
60,634
+58
PH icon
111
Parker-Hannifin
PH
$91.9B
$102M 0.21%
193,282
-34,035
PWR icon
112
Quanta Services
PWR
$65.2B
$96.6M 0.2%
394,359
+386,314
BR icon
113
Broadridge
BR
$26.4B
$96.5M 0.2%
444,433
+8,324
GVI icon
114
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$95.9M 0.2%
908,581
+68,689
LHX icon
115
L3Harris
LHX
$53.2B
$95.9M 0.2%
477,518
-86,616
MNDY icon
116
monday.com
MNDY
$9.12B
$95.6M 0.2%
437,796
-118,133
AJG icon
117
Arthur J. Gallagher & Co
AJG
$71.8B
$95.1M 0.2%
305,200
+186,209
CHKP icon
118
Check Point Software Technologies
CHKP
$20.2B
$95.1M 0.2%
456,559
+19,598
AMJB icon
119
Alerian MLP Index ETNs due January 28 2044
AMJB
$666M
$93M 0.2%
3,396,366
+58,771
AMGN icon
120
Amgen
AMGN
$159B
$92.3M 0.19%
329,195
+632
CL icon
121
Colgate-Palmolive
CL
$63.1B
$90.6M 0.19%
1,022,778
-7,087
VTI icon
122
Vanguard Total Stock Market ETF
VTI
$540B
$88.3M 0.19%
362,166
+15,299
PG icon
123
Procter & Gamble
PG
$350B
$85.7M 0.18%
541,235
+43,739
COR icon
124
Cencora
COR
$61.9B
$85.5M 0.18%
311,071
+2,353
SHW icon
125
Sherwin-Williams
SHW
$82.6B
$84.6M 0.18%
269,950
-53,574
3 4
5
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