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
ROST icon
151
Ross Stores
ROST
$50.5B
$61.5M 0.13%
484,656
+67,483
KNSL icon
152
Kinsale Capital Group
KNSL
$10.2B
$61M 0.13%
139,421
-52,882
ROL icon
153
Rollins
ROL
$26.8B
$58.5M 0.12%
1,155,179
+1,065,857
SHOP icon
154
Shopify
SHOP
$203B
$58.2M 0.12%
754,363
+52,982
SHEL icon
155
Shell
SHEL
$206B
$57.8M 0.12%
967,351
+37,863
VEEV icon
156
Veeva Systems
VEEV
$48B
$56.9M 0.12%
271,867
+2,007
IRM icon
157
Iron Mountain
IRM
$31.2B
$56.7M 0.12%
736,855
-279,321
CMCSA icon
158
Comcast
CMCSA
$108B
$55.9M 0.12%
1,702,473
+28,409
CAH icon
159
Cardinal Health
CAH
$36.4B
$55.8M 0.12%
446,250
+9,561
RSP icon
160
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$55.3M 0.12%
361,484
+94,735
CB icon
161
Chubb
CB
$107B
$53.7M 0.11%
195,222
+10,170
SAN icon
162
Banco Santander
SAN
$147B
$53.5M 0.11%
9,285,923
-1,272,076
TSCO icon
163
Tractor Supply
TSCO
$29.2B
$52M 0.11%
1,082,317
-7,225
CPAY icon
164
Corpay
CPAY
$19.6B
$51.1M 0.11%
180,402
+1,031
WCN icon
165
Waste Connections
WCN
$43.9B
$50.5M 0.11%
275,495
+2,821
BIPC icon
166
Brookfield Infrastructure
BIPC
$5.47B
$50M 0.11%
1,528,140
+1,527,552
DDOG icon
167
Datadog
DDOG
$52.7B
$49.9M 0.11%
573,586
-4,093
CDNS icon
168
Cadence Design Systems
CDNS
$88.4B
$49.8M 0.11%
215,051
-25,088
AXP icon
169
American Express
AXP
$225B
$49.4M 0.1%
213,597
-1,355
AAXJ icon
170
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.23B
$49.2M 0.1%
756,819
-85,114
TXN icon
171
Texas Instruments
TXN
$160B
$48.7M 0.1%
333,659
-6,119
NVS icon
172
Novartis
NVS
$253B
$47.7M 0.1%
467,485
+15,923
DTM icon
173
DT Midstream
DTM
$11.1B
$47.5M 0.1%
535,854
+133,151
MCHP icon
174
Microchip Technology
MCHP
$35.3B
$47.2M 0.1%
1,336,458
+25,403
AXON icon
175
Axon Enterprise
AXON
$51.2B
$46.2M 0.1%
91,611
-928
5 6
7
8 9