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
RL icon
1251
Ralph Lauren
RL
$20.4B
$169K ﹤0.01%
540
+52
GNRC icon
1252
Generac Holdings
GNRC
$12B
$169K ﹤0.01%
1,010
+160
DUHP icon
1253
Dimensional US High Profitability ETF
DUHP
$10.7B
$168K ﹤0.01%
4,460
SWKS icon
1254
Skyworks Solutions
SWKS
$8.3B
$168K ﹤0.01%
2,184
+88
EVLV icon
1255
Evolv Technologies
EVLV
$910M
$168K ﹤0.01%
22,233
PLUS icon
1256
ePlus
PLUS
$2B
$168K ﹤0.01%
2,363
+64
BWA icon
1257
BorgWarner
BWA
$10.9B
$168K ﹤0.01%
3,811
+1,585
VNT icon
1258
Vontier
VNT
$5.16B
$167K ﹤0.01%
3,979
+1,498
AXS icon
1259
AXIS Capital
AXS
$7.42B
$167K ﹤0.01%
1,742
-565
AGI icon
1260
Alamos Gold
AGI
$20.6B
$167K ﹤0.01%
4,781
+2,307
XMLV icon
1261
Invesco S&P MidCap Low Volatility ETF
XMLV
$737M
$167K ﹤0.01%
2,620
-970
BIIB icon
1262
Biogen
BIIB
$27.3B
$167K ﹤0.01%
1,189
+89
LBRDA icon
1263
Liberty Broadband Class A
LBRDA
$7.24B
$166K ﹤0.01%
2,621
+547
ROKU icon
1264
Roku
ROKU
$14.2B
$166K ﹤0.01%
1,656
-267
TXT icon
1265
Textron
TXT
$16B
$166K ﹤0.01%
1,960
+868
TYG
1266
Tortoise Energy Infrastructure Corp
TYG
$1.05B
$165K ﹤0.01%
3,826
+921
SPXC icon
1267
SPX Corp
SPXC
$10.1B
$164K ﹤0.01%
879
+697
WU icon
1268
Western Union
WU
$3.06B
$164K ﹤0.01%
20,540
NWSA icon
1269
News Corp Class A
NWSA
$13.1B
$163K ﹤0.01%
5,307
+3,212
FMDE icon
1270
Fidelity Enhanced Mid Cap ETF
FMDE
$5.2B
$163K ﹤0.01%
4,508
+8
HAL icon
1271
Halliburton
HAL
$29.5B
$162K ﹤0.01%
6,588
-43
CTSO icon
1272
Cytosorbents Corp
CTSO
$45M
$161K ﹤0.01%
172,649
PK icon
1273
Park Hotels & Resorts
PK
$2.12B
$161K ﹤0.01%
14,553
+5,856
SOXX icon
1274
iShares Semiconductor ETF
SOXX
$21B
$161K ﹤0.01%
593
-43
EOI
1275
Eaton Vance Enhanced Equity Income Fund
EOI
$811M
$161K ﹤0.01%
7,650
49 50
51
52 53