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
PLTR icon
326
Palantir
PLTR
$429B
$12.6M 0.02%
92,107
+1,971
GWW icon
327
W.W. Grainger
GWW
$45.8B
$12.5M 0.02%
11,975
-8,979
IYW icon
328
iShares US Technology ETF
IYW
$21.4B
$11.7M 0.02%
67,450
-5,910
COP icon
329
ConocoPhillips
COP
$115B
$11.6M 0.02%
129,681
-1,975,208
CFR icon
330
Cullen/Frost Bankers
CFR
$8.04B
$11.4M 0.02%
88,974
+83,219
INTC icon
331
Intel
INTC
$190B
$11.3M 0.02%
504,368
+16,935
IWV icon
332
iShares Russell 3000 ETF
IWV
$18.2B
$11.3M 0.02%
32,058
+2,520
PCG icon
333
PG&E
PCG
$33B
$11.2M 0.02%
801,821
+299,839
EWT icon
334
iShares MSCI Taiwan ETF
EWT
$7.1B
$11M 0.02%
192,500
SCI icon
335
Service Corp International
SCI
$10.8B
$10.9M 0.02%
134,125
+29,098
NSC icon
336
Norfolk Southern
NSC
$65.9B
$10.8M 0.02%
42,190
-67
AR icon
337
Antero Resources
AR
$11.4B
$10.8M 0.02%
267,734
-48,912
MMC icon
338
Marsh & McLennan
MMC
$89B
$10.8M 0.02%
49,246
+2,762
IGSB icon
339
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$10.6M 0.02%
200,053
+2,730
VYM icon
340
Vanguard High Dividend Yield ETF
VYM
$68.5B
$10.3M 0.02%
77,548
-4,150
PBA icon
341
Pembina Pipeline
PBA
$23B
$10.3M 0.02%
274,378
-5,048
PAGP icon
342
Plains GP Holdings
PAGP
$3.7B
$10.3M 0.02%
527,904
+200,000
SBAC icon
343
SBA Communications
SBAC
$20.4B
$10.2M 0.02%
43,600
-1,870
NTCT icon
344
NETSCOUT
NTCT
$1.95B
$10.1M 0.02%
405,861
-1,012,941
AMD icon
345
Advanced Micro Devices
AMD
$358B
$9.95M 0.02%
70,112
-1,390
TMCI icon
346
Treace Medical Concepts
TMCI
$168M
$9.92M 0.02%
1,687,521
-606,002
VGT icon
347
Vanguard Information Technology ETF
VGT
$115B
$9.91M 0.02%
14,940
-5,474
IT icon
348
Gartner
IT
$16.5B
$9.88M 0.02%
24,445
-165,875
ARCC icon
349
Ares Capital
ARCC
$15B
$9.86M 0.02%
448,952
+6,364
IVW icon
350
iShares S&P 500 Growth ETF
IVW
$66.8B
$9.81M 0.02%
89,057
-2,260
12 13
14
15 16