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
VZ icon
376
Verizon
VZ
$174B
$7.53M 0.01%
173,944
-7,417
AEP icon
377
American Electric Power
AEP
$62B
$7.52M 0.01%
72,437
+3,309
MCK icon
378
McKesson
MCK
$98.5B
$7.52M 0.01%
10,257
+89
PXF icon
379
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.25B
$7.49M 0.01%
130,455
-8,692
GILD icon
380
Gilead Sciences
GILD
$150B
$7.45M 0.01%
67,237
+21,768
USB icon
381
US Bancorp
USB
$80B
$7.41M 0.01%
163,829
-45,727
JCI icon
382
Johnson Controls International
JCI
$70.2B
$7.36M 0.01%
69,676
-521
SDY icon
383
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$7.28M 0.01%
53,638
+298
HCA icon
384
HCA Healthcare
HCA
$111B
$7.27M 0.01%
18,979
+45
SCHD icon
385
Schwab US Dividend Equity ETF
SCHD
$71.1B
$7.15M 0.01%
269,701
+62,980
MDY icon
386
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$6.79M 0.01%
11,984
-1,226
SUN icon
387
Sunoco
SUN
$10.1B
$6.77M 0.01%
126,245
+1,056
MSI icon
388
Motorola Solutions
MSI
$62B
$6.76M 0.01%
16,084
+1,488
GL icon
389
Globe Life
GL
$10.6B
$6.73M 0.01%
54,182
-33
FRSH icon
390
Freshworks
FRSH
$3.61B
$6.72M 0.01%
450,425
-21,300
ANET icon
391
Arista Networks
ANET
$163B
$6.64M 0.01%
64,876
-4,707
IBIT icon
392
iShares Bitcoin Trust
IBIT
$70.4B
$6.59M 0.01%
107,610
-11,708
VEU icon
393
Vanguard FTSE All-World ex-US ETF
VEU
$52.8B
$6.57M 0.01%
97,739
-2,497
FLOT icon
394
iShares Floating Rate Bond ETF
FLOT
$8.96B
$6.57M 0.01%
128,754
+3,501
DUK icon
395
Duke Energy
DUK
$89.7B
$6.4M 0.01%
54,249
-102,395
FTAI icon
396
FTAI Aviation
FTAI
$18.2B
$6.4M 0.01%
55,642
-21,576
VST icon
397
Vistra
VST
$56.2B
$6.37M 0.01%
32,850
+3,915
VOT icon
398
Vanguard Mid-Cap Growth ETF
VOT
$18B
$6.36M 0.01%
22,346
+2,431
TYL icon
399
Tyler Technologies
TYL
$19.8B
$6.28M 0.01%
10,597
-65
FAS icon
400
Direxion Daily Financial Bull 3x Shares
FAS
$2.54B
$6.26M 0.01%
37,124
14 15
16
17 18