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
FIX icon
401
Comfort Systems
FIX
$35B
$6.22M 0.01%
11,600
-3,843
INVH icon
402
Invitation Homes
INVH
$16.4B
$6.21M 0.01%
189,441
+1,820
AM icon
403
Antero Midstream
AM
$8.93B
$5.94M 0.01%
313,632
-89,398
KDP icon
404
Keurig Dr Pepper
KDP
$39.5B
$5.89M 0.01%
178,063
+93,017
HBAN icon
405
Huntington Bancshares
HBAN
$26.7B
$5.88M 0.01%
350,983
+1,426
CWEN.A icon
406
Clearway Energy Class A
CWEN.A
$3.68B
$5.83M 0.01%
192,774
XYL icon
407
Xylem
XYL
$33.7B
$5.81M 0.01%
44,938
+779
MSTR icon
408
Strategy Inc
MSTR
$52.8B
$5.73M 0.01%
14,180
-14
ABNB icon
409
Airbnb
ABNB
$73.9B
$5.72M 0.01%
43,207
+671
XLU icon
410
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$5.63M 0.01%
68,981
-216
WK icon
411
Workiva
WK
$5.15B
$5.56M 0.01%
81,234
+52,031
URI icon
412
United Rentals
URI
$49.9B
$5.52M 0.01%
7,324
-232
PAYX icon
413
Paychex
PAYX
$40.5B
$5.5M 0.01%
37,783
-1,936
OS
414
OneStream Inc
OS
$3.53B
$5.49M 0.01%
194,051
+23,883
PFO
415
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$123M
$5.44M 0.01%
588,511
BKV
416
BKV Corp
BKV
$2.72B
$5.36M 0.01%
222,086
-78,114
BRZE icon
417
Braze
BRZE
$3.33B
$5.35M 0.01%
190,384
+29,573
ADSK icon
418
Autodesk
ADSK
$63.7B
$5.22M 0.01%
16,871
-1,232
GTM
419
ZoomInfo Technologies
GTM
$3.12B
$5.19M 0.01%
512,598
-25,165
VNQ icon
420
Vanguard Real Estate ETF
VNQ
$33.6B
$5.17M 0.01%
58,105
+1,944
CSX icon
421
CSX Corp
CSX
$67.7B
$5.13M 0.01%
157,069
+3,042
CCOI icon
422
Cogent Communications
CCOI
$1.03B
$5.1M 0.01%
105,870
+18,058
IEFA icon
423
iShares Core MSCI EAFE ETF
IEFA
$161B
$5.1M 0.01%
61,125
-4,564
WEC icon
424
WEC Energy
WEC
$34.2B
$5.05M 0.01%
48,506
-5,983
AFL icon
425
Aflac
AFL
$56.7B
$5.02M 0.01%
47,586
+612
15 16
17
18 19