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
CHKP icon
126
Check Point Software Technologies
CHKP
$17.3B
$103M 0.17%
555,741
+8,933
QQQ icon
127
Invesco QQQ Trust
QQQ
$398B
$102M 0.17%
165,274
-1,250
CYBR
128
DELISTED
CyberArk
CYBR
$97.8M 0.17%
219,187
-8,242
HDB icon
129
HDFC Bank
HDB
$152B
$97.6M 0.17%
2,671,173
+100,049
ORCL icon
130
Oracle
ORCL
$436B
$95.9M 0.16%
492,124
-5,364
AMP icon
131
Ameriprise Financial
AMP
$42.1B
$95.8M 0.16%
195,476
-72,255
SNOW icon
132
Snowflake
SNOW
$62.6B
$95.4M 0.16%
435,095
-12,362
COST icon
133
Costco
COST
$446B
$94.9M 0.16%
109,995
-37
BR icon
134
Broadridge
BR
$22.1B
$93.9M 0.16%
420,900
-15,884
CSGP icon
135
CoStar Group
CSGP
$20.3B
$91.6M 0.15%
1,361,651
-461,455
SPYG icon
136
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$90.4M 0.15%
847,510
+245,944
CAH icon
137
Cardinal Health
CAH
$52.3B
$88.7M 0.15%
431,769
-10,019
ARES icon
138
Ares Management
ARES
$24.4B
$88.1M 0.15%
545,278
-462,574
ACWX icon
139
iShares MSCI ACWI ex US ETF
ACWX
$8.96B
$86.9M 0.15%
1,294,483
+1,281,794
RSP icon
140
Invesco S&P 500 Equal Weight ETF
RSP
$87.7B
$86.7M 0.15%
452,511
+75,442
PEP icon
141
PepsiCo
PEP
$221B
$86.6M 0.15%
603,191
-43,555
MCHP icon
142
Microchip Technology
MCHP
$35.2B
$86M 0.15%
1,350,150
-119,909
COR icon
143
Cencora
COR
$70.4B
$85.1M 0.14%
251,870
-14,133
PAA icon
144
Plains All American Pipeline
PAA
$15.3B
$84.7M 0.14%
4,713,673
-388,807
AXP icon
145
American Express
AXP
$210B
$83.2M 0.14%
224,830
-1,813
LYV icon
146
Live Nation Entertainment
LYV
$38.9B
$80.1M 0.14%
561,905
-23,399
CL icon
147
Colgate-Palmolive
CL
$74.5B
$80M 0.14%
1,012,699
-6,751
DKS icon
148
Dick's Sporting Goods
DKS
$17.6B
$79.9M 0.14%
403,796
-11,295
ALNY icon
149
Alnylam Pharmaceuticals
ALNY
$42.9B
$79.7M 0.13%
200,425
-13,788
MLPB icon
150
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$237M
$79.1M 0.13%
3,126,389
+10,976
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