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
WMT icon
126
Walmart
WMT
$849B
$84.3M 0.18%
1,030,783
-27,164
EFA icon
127
iShares MSCI EAFE ETF
EFA
$68B
$83.4M 0.18%
1,142,476
-23,551
ACN icon
128
Accenture
ACN
$145B
$82.8M 0.17%
294,336
+64,261
OWL icon
129
Blue Owl Capital
OWL
$10.3B
$80.3M 0.17%
5,039,705
+1,795,648
MRK icon
130
Merck
MRK
$210B
$80M 0.17%
1,013,832
-13,346
FOUR icon
131
Shift4
FOUR
$5.08B
$76.9M 0.16%
1,045,107
-153,738
HDB icon
132
HDFC Bank
HDB
$185B
$76.5M 0.16%
1,198,407
+59,495
TSM icon
133
TSMC
TSM
$1.56T
$75.7M 0.16%
535,471
+83,573
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.05T
$75.4M 0.16%
102
+53
MLPB icon
135
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$195M
$75.2M 0.16%
3,203,463
-120,603
HQY icon
136
HealthEquity
HQY
$7.84B
$75.1M 0.16%
978,314
+914,461
PAA icon
137
Plains All American Pipeline
PAA
$11.2B
$74.3M 0.16%
4,633,089
-303,893
IWP icon
138
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$73.3M 0.15%
702,977
-75,523
AZO icon
139
AutoZone
AZO
$66.8B
$72.9M 0.15%
20,830
+61
IT icon
140
Gartner
IT
$17.9B
$71.8M 0.15%
190,320
-5,608
DKS icon
141
Dick's Sporting Goods
DKS
$20.7B
$71.6M 0.15%
418,155
+14,039
BEPC icon
142
Brookfield Renewable
BEPC
$7.33B
$71.1M 0.15%
2,902,824
+2,901,629
RACE icon
143
Ferrari
RACE
$69.8B
$67.9M 0.14%
167,977
+4,190
HUBS icon
144
HubSpot
HUBS
$22.8B
$66.8M 0.14%
137,202
+148
GS icon
145
Goldman Sachs
GS
$234B
$66M 0.14%
142,705
+8,979
QQQ icon
146
Invesco QQQ Trust
QQQ
$381B
$65.4M 0.14%
157,259
+20,594
EQIX icon
147
Equinix
EQIX
$79.5B
$65.2M 0.14%
88,146
-55,085
ORCL icon
148
Oracle
ORCL
$892B
$64.9M 0.14%
521,522
-4,484
SFM icon
149
Sprouts Farmers Market
SFM
$10.9B
$61.9M 0.13%
427,741
-79,133
TW icon
150
Tradeweb Markets
TW
$22.7B
$61.7M 0.13%
491,692
+3,131
4 5
6
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