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
EEM icon
251
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$28.2M 0.05%
584,513
-37,537
ULTA icon
252
Ulta Beauty
ULTA
$26.6B
$27.5M 0.05%
58,732
-1,541
VVV icon
253
Valvoline
VVV
$3.94B
$27.3M 0.05%
720,473
-19,529
RVTY icon
254
Revvity
RVTY
$11.3B
$27.1M 0.05%
279,680
-10,744
KEYS icon
255
Keysight
KEYS
$35.9B
$26.4M 0.05%
161,347
-47,180
TXO icon
256
TXO Partners LP
TXO
$674M
$26.4M 0.05%
1,755,064
+695,465
MCO icon
257
Moody's
MCO
$86.7B
$25.5M 0.05%
50,856
-743
FANG icon
258
Diamondback Energy
FANG
$45.2B
$25.5M 0.05%
185,457
-69,234
DPZ icon
259
Domino's
DPZ
$14.1B
$25.2M 0.05%
55,988
-1,565
PINS icon
260
Pinterest
PINS
$18.4B
$25.1M 0.04%
699,448
-19,320
INTU icon
261
Intuit
INTU
$183B
$24.9M 0.04%
31,672
-789
SBUX icon
262
Starbucks
SBUX
$95.7B
$24.5M 0.04%
267,195
-3,608
NVO icon
263
Novo Nordisk
NVO
$208B
$23.8M 0.04%
345,067
+13,404
VCSH icon
264
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$23.6M 0.04%
297,153
-3,369
RRX icon
265
Regal Rexnord
RRX
$9.69B
$23.3M 0.04%
161,021
-4,328
EPI icon
266
WisdomTree India Earnings Fund ETF
EPI
$2.74B
$23.3M 0.04%
490,973
IR icon
267
Ingersoll Rand
IR
$31.4B
$23M 0.04%
277,083
-4,416
MUB icon
268
iShares National Muni Bond ETF
MUB
$41.4B
$22.8M 0.04%
217,783
+114,158
PLNT icon
269
Planet Fitness
PLNT
$9.12B
$22.4M 0.04%
205,695
+198,140
GD icon
270
General Dynamics
GD
$90.5B
$22.4M 0.04%
76,857
-287
PFE icon
271
Pfizer
PFE
$148B
$21.9M 0.04%
904,770
-157,136
PSX icon
272
Phillips 66
PSX
$56.3B
$21.4M 0.04%
179,630
-34,015
EQNR icon
273
Equinor
EQNR
$57.9B
$21.1M 0.04%
838,717
+23,842
BEP icon
274
Brookfield Renewable
BEP
$8B
$20.8M 0.04%
815,093
-17,271
BAM icon
275
Brookfield Asset Management
BAM
$84.7B
$20.7M 0.04%
375,098
-2,184
9 10
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