CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
201
Cadence Design Systems
CDNS
$88B
$44.2M 0.08%
125,719
-1,611
GWRE icon
202
Guidewire Software
GWRE
$17.4B
$43.5M 0.07%
189,033
+9,747
DTM icon
203
DT Midstream
DTM
$12.3B
$43.3M 0.07%
383,225
+215
TW icon
204
Tradeweb Markets
TW
$22.9B
$43M 0.07%
387,017
-8,902
CPAY icon
205
Corpay
CPAY
$22.1B
$42.6M 0.07%
147,886
-3,741
IHG icon
206
InterContinental Hotels
IHG
$20.8B
$42.5M 0.07%
350,648
+16,278
BHP icon
207
BHP
BHP
$151B
$42.2M 0.07%
757,688
+33,337
USFD icon
208
US Foods
USFD
$17.1B
$40.4M 0.07%
527,094
-12,533
LOW icon
209
Lowe's Companies
LOW
$139B
$39.6M 0.07%
157,564
+28,914
NRG icon
210
NRG Energy
NRG
$30.9B
$39.6M 0.07%
244,383
+153,239
AEE icon
211
Ameren
AEE
$26.3B
$39.4M 0.07%
377,905
-55,419
ICLR icon
212
Icon
ICLR
$14.2B
$39.2M 0.07%
223,811
+9,221
MMM icon
213
3M
MMM
$89.7B
$38.4M 0.07%
247,439
+133
MRVL icon
214
Marvell Technology
MRVL
$71.6B
$38.1M 0.07%
453,589
-13,170
MNDY icon
215
monday.com
MNDY
$8.09B
$37.9M 0.06%
195,551
-243,322
IWD icon
216
iShares Russell 1000 Value ETF
IWD
$68.5B
$37.6M 0.06%
184,923
+1,271
CW icon
217
Curtiss-Wright
CW
$20.1B
$37.6M 0.06%
69,265
-1,429
CMG icon
218
Chipotle Mexican Grill
CMG
$47.8B
$37.4M 0.06%
954,366
-2,442,174
EVRG icon
219
Evergy
EVRG
$17B
$36.6M 0.06%
481,685
-68,935
ITW icon
220
Illinois Tool Works
ITW
$74.9B
$36.5M 0.06%
140,087
-2,572
ACES icon
221
ALPS Clean Energy ETF
ACES
$108M
$36.4M 0.06%
1,139,622
+24,792
ECL icon
222
Ecolab
ECL
$74.7B
$35.3M 0.06%
128,836
-1,270
INTU icon
223
Intuit
INTU
$187B
$34.3M 0.06%
50,187
+18,515
CPRT icon
224
Copart
CPRT
$37.4B
$34.3M 0.06%
762,101
-23,462
IJH icon
225
iShares Core S&P Mid-Cap ETF
IJH
$103B
$33.4M 0.06%
511,429
-10,805
7 8
9
10 11