CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+10.58%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$187M
Cap. Flow %
-0.37%
Top 10 Hldgs %
26.91%
Holding
3,085
New
1,933
Increased
452
Reduced
557
Closed
20

Top Buys

1
ODFL icon
Old Dominion Freight Line
ODFL
$689M
2
META icon
Meta Platforms (Facebook)
META
$203M
3
NVDA icon
NVIDIA
NVDA
$163M
4
ULTA icon
Ulta Beauty
ULTA
$108M
5
MCD icon
McDonald's
MCD
$103M

Top Sells

1
COST icon
Costco
COST
$237M
2
TM icon
Toyota
TM
$178M
3
AAPL icon
Apple
AAPL
$103M
4
V icon
Visa
V
$100M
5
HD icon
Home Depot
HD
$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RHI icon
201
Robert Half
RHI
$3.77B
$38.1M 0.07%
486,774
-16,000
-3% -$1.25M
MNST icon
202
Monster Beverage
MNST
$61B
$37.2M 0.07%
644,139
+463
+0.1% +$26.7K
YUMC icon
203
Yum China
YUMC
$16.5B
$37.1M 0.07%
924,269
+40,384
+5% +$1.62M
MRVL icon
204
Marvell Technology
MRVL
$54.6B
$36.3M 0.07%
496,545
+110,784
+29% +$8.11M
WMB icon
205
Williams Companies
WMB
$69.8B
$36.1M 0.07%
927,897
-628,851
-40% -$24.4M
IJR icon
206
iShares Core S&P Small-Cap ETF
IJR
$86B
$35.4M 0.07%
323,794
+14,518
+5% +$1.59M
MSCI icon
207
MSCI
MSCI
$43B
$34.6M 0.07%
62,384
-26,368
-30% -$14.6M
WES icon
208
Western Midstream Partners
WES
$14.5B
$34M 0.07%
956,377
-681,633
-42% -$24.3M
KEYS icon
209
Keysight
KEYS
$28.9B
$33.6M 0.07%
216,799
+182
+0.1% +$28.2K
AON icon
210
Aon
AON
$79.9B
$33.4M 0.07%
101,325
-13,765
-12% -$4.54M
FMX icon
211
Fomento Económico Mexicano
FMX
$29.6B
$33M 0.06%
254,541
+2,848
+1% +$369K
BABA icon
212
Alibaba
BABA
$323B
$32.7M 0.06%
445,630
-466,734
-51% -$34.2M
IJH icon
213
iShares Core S&P Mid-Cap ETF
IJH
$101B
$32.3M 0.06%
535,153
+51,298
+11% +$3.1M
TRU icon
214
TransUnion
TRU
$17.5B
$32.2M 0.06%
406,678
-53,525
-12% -$4.23M
DEO icon
215
Diageo
DEO
$61.2B
$32M 0.06%
216,341
-162,049
-43% -$24M
MAS icon
216
Masco
MAS
$15.9B
$32M 0.06%
411,381
-1,921
-0.5% -$149K
LYG icon
217
Lloyds Banking Group
LYG
$64.3B
$31.5M 0.06%
12,259,027
-17,437,564
-59% -$44.8M
ECL icon
218
Ecolab
ECL
$77.6B
$31.5M 0.06%
138,198
-1,167
-0.8% -$266K
FIVE icon
219
Five Below
FIVE
$8.46B
$31.4M 0.06%
175,814
+471
+0.3% +$84.3K
BHP icon
220
BHP
BHP
$138B
$31.4M 0.06%
538,488
-403,513
-43% -$23.5M
RVTY icon
221
Revvity
RVTY
$10.1B
$31.3M 0.06%
303,064
+84,499
+39% +$8.73M
IHG icon
222
InterContinental Hotels
IHG
$18.8B
$31.1M 0.06%
295,917
-336,727
-53% -$35.3M
ZS icon
223
Zscaler
ZS
$42.7B
$31M 0.06%
161,399
+43,674
+37% +$8.39M
NTCT icon
224
NETSCOUT
NTCT
$1.79B
$30.8M 0.06%
1,412,540
-199
-0% -$4.34K
PINS icon
225
Pinterest
PINS
$25.8B
$30.8M 0.06%
871,644
+858,802
+6,687% +$30.3M
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9
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