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
GLD icon
301
SPDR Gold Trust
GLD
$141B
$17.1M 0.03%
56,110
-62
BAC icon
302
Bank of America
BAC
$393B
$16.9M 0.03%
357,937
-67,384
MBB icon
303
iShares MBS ETF
MBB
$39B
$16.8M 0.03%
178,509
+14,418
VXF icon
304
Vanguard Extended Market ETF
VXF
$25.2B
$16.5M 0.03%
85,498
+5,283
CAT icon
305
Caterpillar
CAT
$279B
$15.9M 0.03%
41,026
+27
EXE
306
Expand Energy Corp
EXE
$28.6B
$15.3M 0.03%
130,624
-101
MO icon
307
Altria Group
MO
$97.2B
$15.3M 0.03%
260,251
-7,434
VBK icon
308
Vanguard Small-Cap Growth ETF
VBK
$21B
$15.2M 0.03%
54,883
-4,433
NRG icon
309
NRG Energy
NRG
$31.6B
$14.6M 0.03%
91,144
+90,457
HTO
310
H2O America
HTO
$1.66B
$14.6M 0.03%
280,630
-419,370
WING icon
311
Wingstop
WING
$6.86B
$14.5M 0.03%
43,048
+42,975
FND icon
312
Floor & Decor
FND
$6.69B
$14.4M 0.03%
190,142
-6,299
VIG icon
313
Vanguard Dividend Appreciation ETF
VIG
$101B
$14.2M 0.03%
69,212
-2,144
MINT icon
314
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$13.9M 0.02%
138,701
-6,043
DE icon
315
Deere & Co
DE
$129B
$13.9M 0.02%
27,351
-1,014
BK icon
316
Bank of New York Mellon
BK
$79.5B
$13.8M 0.02%
151,798
-519
YUM icon
317
Yum! Brands
YUM
$39.8B
$13.8M 0.02%
93,325
-8,459
CORZ icon
318
Core Scientific
CORZ
$5.49B
$13.8M 0.02%
809,891
-15,000
LAD icon
319
Lithia Motors
LAD
$8.02B
$13.7M 0.02%
40,538
-1,011
BMY icon
320
Bristol-Myers Squibb
BMY
$106B
$13.2M 0.02%
284,752
-12,332
GEHC icon
321
GE HealthCare
GEHC
$37.9B
$13.1M 0.02%
176,434
-14,465
PM icon
322
Philip Morris
PM
$233B
$12.9M 0.02%
71,066
+1,030
CMI icon
323
Cummins
CMI
$70.2B
$12.9M 0.02%
39,445
+130
SO icon
324
Southern Company
SO
$94.8B
$12.8M 0.02%
139,372
-2,444
LNT icon
325
Alliant Energy
LNT
$16.8B
$12.6M 0.02%
208,127
+43,932
11 12
13
14 15