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
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$145M
3
+$122M
4
SPOT icon
Spotify
SPOT
+$113M
5
AVGO icon
Broadcom
AVGO
+$106M

Top Sells

1
+$825M
2
+$177M
3
+$175M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M
5
UNH icon
UnitedHealth
UNH
+$122M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHP icon
226
BHP
BHP
$148B
$34.8M 0.06%
724,351
+19,587
CW icon
227
Curtiss-Wright
CW
$20.1B
$34.5M 0.06%
70,694
-1,130
KO icon
228
Coca-Cola
KO
$301B
$34.3M 0.06%
484,425
-167,932
CNI icon
229
Canadian National Railway
CNI
$61.3B
$33.9M 0.06%
325,865
+7,897
CRWD icon
230
CrowdStrike
CRWD
$130B
$33.7M 0.06%
66,093
-18,664
TRU icon
231
TransUnion
TRU
$16B
$33.1M 0.06%
376,638
-19,915
IJH icon
232
iShares Core S&P Mid-Cap ETF
IJH
$102B
$32.4M 0.06%
522,234
-16,222
MRK icon
233
Merck
MRK
$247B
$32.4M 0.06%
408,873
-604,959
SAP icon
234
SAP
SAP
$284B
$32.2M 0.06%
105,824
+100,055
BKLN icon
235
Invesco Senior Loan ETF
BKLN
$6.52B
$31.8M 0.06%
1,520,029
+185,584
DEO icon
236
Diageo
DEO
$48.6B
$31.4M 0.06%
311,328
+8,192
WES icon
237
Western Midstream Partners
WES
$16.1B
$31.3M 0.06%
809,284
-37,236
ICLR icon
238
Icon
ICLR
$13.9B
$31.2M 0.06%
214,590
-38,245
IEX icon
239
IDEX
IEX
$13.2B
$31.1M 0.06%
177,024
-2,503
TTD icon
240
Trade Desk
TTD
$19.5B
$30.4M 0.05%
422,675
-9,472
MSCI icon
241
MSCI
MSCI
$40.3B
$30.2M 0.05%
52,364
-14,683
ILMN icon
242
Illumina
ILMN
$19.6B
$29.8M 0.05%
312,179
+134,530
ENTG icon
243
Entegris
ENTG
$13.6B
$29.2M 0.05%
361,572
-16,434
HON icon
244
Honeywell
HON
$121B
$29.2M 0.05%
125,190
-25,272
LQD icon
245
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.2B
$28.9M 0.05%
263,397
+38,758
ACES icon
246
ALPS Clean Energy ETF
ACES
$107M
$28.8M 0.05%
1,114,830
-143,893
LOW icon
247
Lowe's Companies
LOW
$138B
$28.5M 0.05%
128,650
-41,755
VRT icon
248
Vertiv
VRT
$70.4B
$28.5M 0.05%
222,238
-4,245
SPYG icon
249
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.2B
$28.5M 0.05%
299,171
+43,084
ALGN icon
250
Align Technology
ALGN
$11.3B
$28.2M 0.05%
148,997
-3,830
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