CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+3.6%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$488M
Cap. Flow %
0.92%
Top 10 Hldgs %
29.87%
Holding
3,345
New
281
Increased
890
Reduced
1,047
Closed
198

Top Buys

1
XOM icon
Exxon Mobil
XOM
$404M
2
AAPL icon
Apple
AAPL
$271M
3
ODFL icon
Old Dominion Freight Line
ODFL
$262M
4
ADBE icon
Adobe
ADBE
$125M
5
ORLY icon
O'Reilly Automotive
ORLY
$108M

Top Sells

1
PXD
Pioneer Natural Resource Co.
PXD
$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$172M
3
DHR icon
Danaher
DHR
$154M
4
ADI icon
Analog Devices
ADI
$121M
5
TMUS icon
T-Mobile US
TMUS
$90.8M

Sector Composition

1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
HUBB icon
176
Hubbell
HUBB
$23.2B
$48.6M 0.09%
128,909
-157
-0.1% -$59.2K
MAR icon
177
Marriott International Class A Common Stock
MAR
$71.9B
$48.6M 0.09%
202,510
+521
+0.3% +$125K
CB icon
178
Chubb
CB
$111B
$48.2M 0.09%
190,624
+1,531
+0.8% +$387K
CPRT icon
179
Copart
CPRT
$47B
$45.3M 0.09%
826,882
-229,693
-22% -$12.6M
PINS icon
180
Pinterest
PINS
$25.8B
$45M 0.08%
1,036,661
+165,017
+19% +$7.17M
IR icon
181
Ingersoll Rand
IR
$32.2B
$44.9M 0.08%
487,965
-8,398
-2% -$774K
CAH icon
182
Cardinal Health
CAH
$35.7B
$43.6M 0.08%
450,305
-872
-0.2% -$84.5K
SFM icon
183
Sprouts Farmers Market
SFM
$13.6B
$43.5M 0.08%
527,127
-120,432
-19% -$9.94M
AME icon
184
Ametek
AME
$43.3B
$43.4M 0.08%
264,132
-1,547
-0.6% -$254K
CPAY icon
185
Corpay
CPAY
$22.4B
$42.8M 0.08%
157,747
-17,363
-10% -$4.72M
EEM icon
186
iShares MSCI Emerging Markets ETF
EEM
$19.2B
$42M 0.08%
962,511
-33,969
-3% -$1.48M
TM icon
187
Toyota
TM
$260B
$41.4M 0.08%
202,139
+741
+0.4% +$152K
ZS icon
188
Zscaler
ZS
$42.7B
$41.4M 0.08%
205,200
+43,801
+27% +$8.83M
ALGN icon
189
Align Technology
ALGN
$10.1B
$40.7M 0.08%
163,511
-5,359
-3% -$1.33M
FANG icon
190
Diamondback Energy
FANG
$40.2B
$40.7M 0.08%
200,065
+884
+0.4% +$180K
MRVL icon
191
Marvell Technology
MRVL
$54.6B
$40.3M 0.08%
537,533
+40,988
+8% +$3.07M
AGG icon
192
iShares Core US Aggregate Bond ETF
AGG
$131B
$40.3M 0.08%
412,493
-8,984
-2% -$877K
KO icon
193
Coca-Cola
KO
$292B
$39.4M 0.07%
625,218
-12,195
-2% -$768K
LOW icon
194
Lowe's Companies
LOW
$151B
$38.5M 0.07%
177,203
-3,361
-2% -$730K
ITW icon
195
Illinois Tool Works
ITW
$77.6B
$38.3M 0.07%
163,615
-1,783
-1% -$417K
TOL icon
196
Toll Brothers
TOL
$14.2B
$37.5M 0.07%
338,624
+338,523
+335,171% +$37.5M
MNDY icon
197
monday.com
MNDY
$9.57B
$37.3M 0.07%
152,575
+74,794
+96% +$18.3M
LYG icon
198
Lloyds Banking Group
LYG
$64.5B
$37.1M 0.07%
12,411,168
+152,141
+1% +$455K
CNI icon
199
Canadian National Railway
CNI
$60.3B
$37M 0.07%
316,983
+6,719
+2% +$784K
IEX icon
200
IDEX
IEX
$12.4B
$36.5M 0.07%
186,682
-1,955
-1% -$382K
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