CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$216M
3
+$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$328M
2
+$192M
3
+$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$2.46B 5.19%
6,937,468
+103,333
AAPL icon
2
Apple
AAPL
$3.7T
$1.88B 3.97%
10,897,899
-140,957
AMZN icon
3
Amazon
AMZN
$2.3T
$1.82B 3.85%
10,681,706
-13,770
ODFL icon
4
Old Dominion Freight Line
ODFL
$28.4B
$1.29B 2.72%
8,675,751
-10,486
NVDA icon
5
NVIDIA
NVDA
$4.38T
$1.24B 2.62%
12,886,857
-583,361
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$1.15B 2.44%
7,972,681
-157,701
V icon
7
Visa
V
$671B
$965M 2.04%
3,131,282
-28,514
UNH icon
8
UnitedHealth
UNH
$327B
$794M 1.68%
1,435,439
-3,299
JPM icon
9
JPMorgan Chase
JPM
$832B
$705M 1.49%
3,250,085
+7,297
META icon
10
Meta Platforms (Facebook)
META
$1.8T
$600M 1.27%
1,174,698
+184,873
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.04T
$556M 1.18%
3,795,751
-475,582
AZN icon
12
AstraZeneca
AZN
$263B
$533M 1.13%
8,218,863
+112,867
NEE icon
13
NextEra Energy
NEE
$177B
$510M 1.08%
7,957,848
+1,331,362
RTX icon
14
RTX Corp
RTX
$210B
$505M 1.07%
4,189,942
+955,379
ABT icon
15
Abbott
ABT
$225B
$497M 1.05%
4,005,824
-661,733
ELV icon
16
Elevance Health
ELV
$78.9B
$490M 1.03%
1,136,041
+415,674
BX icon
17
Blackstone
BX
$128B
$486M 1.03%
4,043,575
-793,974
FI icon
18
Fiserv
FI
$65.8B
$467M 0.99%
2,389,270
+313,707
CRM icon
19
Salesforce
CRM
$225B
$455M 0.96%
1,866,768
+1,133
CME icon
20
CME Group
CME
$96.6B
$440M 0.93%
1,726,315
+4,220
LLY icon
21
Eli Lilly
LLY
$741B
$423M 0.89%
582,456
-46,277
XOM icon
22
Exxon Mobil
XOM
$476B
$412M 0.87%
4,085,890
-36,932
ATMP icon
23
iPath Select MLP ETN
ATMP
$488M
$411M 0.87%
15,551,337
+451,815
SPGI icon
24
S&P Global
SPGI
$149B
$405M 0.85%
916,516
-8,930
TJX icon
25
TJX Companies
TJX
$160B
$403M 0.85%
3,356,086
+320,242
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