CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
-16.95%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$23.3B
AUM Growth
-$7.34B
Cap. Flow
-$619M
Cap. Flow %
-2.66%
Top 10 Hldgs %
24.9%
Holding
980
New
84
Increased
289
Reduced
404
Closed
145

Top Buys

1
CRM icon
Salesforce
CRM
$106M
2
ABT icon
Abbott
ABT
$105M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$97.3M
4
DIS icon
Walt Disney
DIS
$64M
5
ROP icon
Roper Technologies
ROP
$59.2M

Top Sells

1
GOOG icon
Alphabet (Google) Class C
GOOG
$97.4M
2
AAPL icon
Apple
AAPL
$88.9M
3
WFC icon
Wells Fargo
WFC
$76M
4
CI icon
Cigna
CI
$71.4M
5
ET icon
Energy Transfer Partners
ET
$69M

Sector Composition

1 Technology 24.24%
2 Healthcare 15.63%
3 Financials 12.97%
4 Consumer Discretionary 10.28%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CNC icon
176
Centene
CNC
$14.2B
$18.9M 0.08%
317,532
+294,829
+1,299% +$17.5M
GILD icon
177
Gilead Sciences
GILD
$143B
$18.8M 0.08%
251,813
+8,042
+3% +$601K
FMC icon
178
FMC
FMC
$4.72B
$18.3M 0.08%
224,331
-5,554
-2% -$454K
BMY icon
179
Bristol-Myers Squibb
BMY
$96B
$18.2M 0.08%
326,349
+7,816
+2% +$436K
PTC icon
180
PTC
PTC
$25.6B
$18.1M 0.08%
296,050
-1,595
-0.5% -$97.6K
TSM icon
181
TSMC
TSM
$1.26T
$18M 0.08%
377,159
+40,808
+12% +$1.95M
VZ icon
182
Verizon
VZ
$187B
$17.7M 0.08%
330,221
+39,715
+14% +$2.13M
HUM icon
183
Humana
HUM
$37B
$17.5M 0.08%
55,846
+9
+0% +$2.83K
HUBB icon
184
Hubbell
HUBB
$23.2B
$17.5M 0.08%
152,397
-1,168
-0.8% -$134K
AMP icon
185
Ameriprise Financial
AMP
$46.1B
$17.3M 0.07%
168,832
-263
-0.2% -$27K
IJH icon
186
iShares Core S&P Mid-Cap ETF
IJH
$101B
$17.3M 0.07%
601,085
-374,965
-38% -$10.8M
BEP icon
187
Brookfield Renewable
BEP
$7.06B
$17.3M 0.07%
763,073
-43,754
-5% -$991K
AME icon
188
Ametek
AME
$43.3B
$17.2M 0.07%
238,247
-915
-0.4% -$65.9K
FDX icon
189
FedEx
FDX
$53.7B
$17.1M 0.07%
141,201
+35,234
+33% +$4.27M
LQD icon
190
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
$16.8M 0.07%
135,916
+9,006
+7% +$1.11M
ASML icon
191
ASML
ASML
$307B
$16.5M 0.07%
62,974
+5,419
+9% +$1.42M
WES icon
192
Western Midstream Partners
WES
$14.5B
$16.4M 0.07%
5,063,973
+2,384,271
+89% +$7.73M
IBM icon
193
IBM
IBM
$232B
$15.9M 0.07%
150,105
+1,920
+1% +$204K
HDB icon
194
HDFC Bank
HDB
$361B
$15.8M 0.07%
412,025
+35,949
+10% +$1.38M
LHX icon
195
L3Harris
LHX
$51B
$15.7M 0.07%
86,966
+4,140
+5% +$746K
CB icon
196
Chubb
CB
$111B
$15.5M 0.07%
138,522
+21,208
+18% +$2.37M
CCK icon
197
Crown Holdings
CCK
$11B
$15.3M 0.07%
263,520
-2,452
-0.9% -$142K
BAC icon
198
Bank of America
BAC
$369B
$15.2M 0.07%
713,839
+1,003
+0.1% +$21.3K
MAS icon
199
Masco
MAS
$15.9B
$14.9M 0.06%
430,388
+11,600
+3% +$401K
DPZ icon
200
Domino's
DPZ
$15.7B
$14.9M 0.06%
45,839
+99
+0.2% +$32.1K
6 7
8
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