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
DK icon
3276
Delek US
DK
$2.21B
– –
-240
DNB
3277
DELISTED
Dun & Bradstreet
DNB
– –
-4,680
DRH icon
3278
Diamondrock Hospitality Company Common Stock
DRH
$1.77B
– –
-172
DSX icon
3279
Diana Shipping
DSX
$225M
– –
0
DVYE icon
3280
iShares Emerging Markets Dividend ETF
DVYE
$999M
– –
-598
E icon
3281
ENI
E
$55.5B
– –
-138
FCEL icon
3282
FuelCell Energy
FCEL
$397M
– –
-100
FCN icon
3283
FTI Consulting
FCN
$5.19B
– –
-28
FDEC icon
3284
FT Vest US Equity Buffer ETF December
FDEC
$1.12B
– –
-283
FFEB icon
3285
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
– –
-253
FHB icon
3286
First Hawaiian
FHB
$3.15B
– –
-133
FIBK icon
3287
First Interstate BancSystem
FIBK
$3.54B
– –
-68
FJAN icon
3288
FT Vest US Equity Buffer ETF January
FJAN
$1.14B
– –
-276
FJUL icon
3289
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
– –
-255
FJUN icon
3290
FT Vest US Equity Buffer ETF June
FJUN
$1.07B
– –
-243
FLSP icon
3291
Franklin Systematic Style Premia ETF
FLSP
$554M
– –
-1,461
FLYW icon
3292
Flywire
FLYW
$1.66B
– –
-1,800
FMAY icon
3293
FT Vest US Equity Buffer ETF May
FMAY
$1.03B
– –
-264
FMB icon
3294
First Trust Managed Municipal ETF
FMB
$1.94B
– –
-80
FMAR icon
3295
FT Vest US Equity Buffer ETF March
FMAR
$930M
– –
-291
FNOV icon
3296
FT Vest US Equity Buffer ETF November
FNOV
$1.03B
– –
-261
FOCT icon
3297
FT Vest US Equity Buffer ETF October
FOCT
$1.02B
– –
-292
FSEP icon
3298
FT Vest US Equity Buffer ETF September
FSEP
$1.13B
– –
-274
FTSM icon
3299
First Trust Enhanced Short Maturity ETF
FTSM
$6.22B
– –
-335
FV icon
3300
First Trust Dorsey Wright Focus 5 ETF
FV
$3.66B
– –
-360
130 131
132
133 134