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
PGR icon
351
Progressive
PGR
$131B
$9.7M 0.02%
36,342
-1,584
BA icon
352
Boeing
BA
$156B
$9.66M 0.02%
46,105
-15,905
SPYV icon
353
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.1B
$9.61M 0.02%
183,619
+8,107
NKE icon
354
Nike
NKE
$93.7B
$9.55M 0.02%
134,434
-20,249
XLK icon
355
State Street Technology Select Sector SPDR ETF
XLK
$47.9B
$9.14M 0.02%
36,085
-5,064
COF icon
356
Capital One
COF
$147B
$9.06M 0.02%
42,572
+24,482
IGIB icon
357
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$9M 0.02%
168,957
-3,189
WIX icon
358
WIX.com
WIX
$5.53B
$8.79M 0.02%
55,455
-2,404
IGF icon
359
iShares Global Infrastructure ETF
IGF
$8.83B
$8.72M 0.02%
147,345
+32,732
MNR icon
360
Mach Natural Resources
MNR
$2.09B
$8.68M 0.02%
601,400
+1,400
NU icon
361
Nu Holdings
NU
$80.5B
$8.62M 0.02%
628,379
+29,141
VLO icon
362
Valero Energy
VLO
$52.9B
$8.45M 0.02%
62,895
-41,344
AON icon
363
Aon
AON
$73.8B
$8.09M 0.01%
22,678
-1,224
DTE icon
364
DTE Energy
DTE
$27.1B
$8.06M 0.01%
60,814
+1,297
FAST icon
365
Fastenal
FAST
$46.9B
$8.02M 0.01%
190,964
+1,846
T icon
366
AT&T
T
$176B
$8.02M 0.01%
276,988
+3,463
EW icon
367
Edwards Lifesciences
EW
$49B
$8.01M 0.01%
102,424
-7,599
CARR icon
368
Carrier Global
CARR
$44.9B
$7.91M 0.01%
108,019
-492
WDC icon
369
Western Digital
WDC
$57.8B
$7.83M 0.01%
122,311
+13,649
GMED icon
370
Globus Medical
GMED
$11.9B
$7.79M 0.01%
131,970
-4,148
DVY icon
371
iShares Select Dividend ETF
DVY
$20.6B
$7.73M 0.01%
58,172
-2,265
FDX icon
372
FedEx
FDX
$65.2B
$7.67M 0.01%
33,764
-567
IWN icon
373
iShares Russell 2000 Value ETF
IWN
$12B
$7.67M 0.01%
48,596
-2,458
IWO icon
374
iShares Russell 2000 Growth ETF
IWO
$13.4B
$7.56M 0.01%
26,455
+328
EWY icon
375
iShares MSCI South Korea ETF
EWY
$7.38B
$7.56M 0.01%
105,265
13 14
15
16 17