CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+10.41%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.26B
Cap. Flow %
2.62%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

1
DIS icon
Walt Disney
DIS
$168M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$145M
3
TMCI icon
Treace Medical Concepts
TMCI
$110M
4
BKNG icon
Booking.com
BKNG
$88.1M
5
PANW icon
Palo Alto Networks
PANW
$78.8M

Top Sells

1
CI icon
Cigna
CI
$118M
2
CMCSA icon
Comcast
CMCSA
$103M
3
BX icon
Blackstone
BX
$101M
4
AWK icon
American Water Works
AWK
$77.8M
5
CONE
CyrusOne Inc Common Stock
CONE
$72.1M

Sector Composition

1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWD icon
201
iShares Russell 1000 Value ETF
IWD
$63.5B
$31.9M 0.07%
189,732
+24,337
+15% +$4.09M
PTC icon
202
PTC
PTC
$25.6B
$31.8M 0.07%
262,525
+1,863
+0.7% +$226K
APTV icon
203
Aptiv
APTV
$17.5B
$31.2M 0.06%
189,257
+17,156
+10% +$2.83M
EEFT icon
204
Euronet Worldwide
EEFT
$3.74B
$30.7M 0.06%
257,818
-97,358
-27% -$11.6M
TRP icon
205
TC Energy
TRP
$53.9B
$30.4M 0.06%
652,232
-264,990
-29% -$12.3M
IJH icon
206
iShares Core S&P Mid-Cap ETF
IJH
$101B
$29.9M 0.06%
528,455
+14,820
+3% +$839K
RBA icon
207
RB Global
RBA
$21.3B
$29.6M 0.06%
484,066
+25,446
+6% +$1.56M
AVGO icon
208
Broadcom
AVGO
$1.58T
$29.5M 0.06%
443,520
+226,810
+105% +$15.1M
GVI icon
209
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
$29.2M 0.06%
257,134
+7,768
+3% +$884K
INTC icon
210
Intel
INTC
$107B
$28.7M 0.06%
557,629
+19,243
+4% +$991K
SAN icon
211
Banco Santander
SAN
$141B
$28.6M 0.06%
8,678,215
+12,150
+0.1% +$40K
HUBS icon
212
HubSpot
HUBS
$25.7B
$28.5M 0.06%
43,283
+58
+0.1% +$38.2K
AME icon
213
Ametek
AME
$43.3B
$27.9M 0.06%
189,983
-854
-0.4% -$126K
CCK icon
214
Crown Holdings
CCK
$11B
$27.9M 0.06%
252,133
+7,896
+3% +$873K
TWLO icon
215
Twilio
TWLO
$16.7B
$27.9M 0.06%
105,898
-754
-0.7% -$199K
SIVB
216
DELISTED
SVB Financial Group
SIVB
$27.7M 0.06%
40,844
+40,332
+7,877% +$27.4M
BEP icon
217
Brookfield Renewable
BEP
$7.06B
$27.6M 0.06%
770,037
+482,636
+168% +$17.3M
IEX icon
218
IDEX
IEX
$12.4B
$27.5M 0.06%
116,360
+882
+0.8% +$208K
KLAC icon
219
KLA
KLAC
$120B
$27.3M 0.06%
63,515
+559
+0.9% +$240K
VNOM icon
220
Viper Energy
VNOM
$6.29B
$27.1M 0.06%
1,272,706
-52,294
-4% -$1.11M
GPN icon
221
Global Payments
GPN
$21.3B
$27.1M 0.06%
200,222
-13,852
-6% -$1.87M
UPS icon
222
United Parcel Service
UPS
$72.1B
$27.1M 0.06%
126,239
+11,707
+10% +$2.51M
LLY icon
223
Eli Lilly
LLY
$652B
$27.1M 0.06%
97,940
+1,718
+2% +$475K
BMY icon
224
Bristol-Myers Squibb
BMY
$96B
$27M 0.06%
433,342
+12,270
+3% +$765K
CL icon
225
Colgate-Palmolive
CL
$68.8B
$26.8M 0.06%
314,597
+35,968
+13% +$3.07M
7 8
9
10 11