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
SLB icon
476
SLB Ltd
SLB
$57.5B
$3.52M 0.01%
104,084
-697
CULP icon
477
Culp
CULP
$47.6M
$3.46M 0.01%
879,844
YUMC icon
478
Yum China
YUMC
$16.4B
$3.43M 0.01%
76,689
-452
AZ icon
479
A2Z Smart Technologies
AZ
$259M
$3.41M 0.01%
322,882
+54,064
TNL icon
480
Travel + Leisure Co
TNL
$4.36B
$3.36M 0.01%
65,154
+5,742
C icon
481
Citigroup
C
$195B
$3.33M 0.01%
39,154
-12,892
CTSH icon
482
Cognizant
CTSH
$38.9B
$3.33M 0.01%
42,648
-2,044
RTO icon
483
Rentokil
RTO
$14.3B
$3.3M 0.01%
137,581
-540
YOU icon
484
Clear Secure
YOU
$3.46B
$3.24M 0.01%
116,804
+12,403
ESTC icon
485
Elastic
ESTC
$8.01B
$3.23M 0.01%
38,343
-2,238
SCHX icon
486
Schwab US Large- Cap ETF
SCHX
$63.2B
$3.22M 0.01%
131,646
-16,264
SPG icon
487
Simon Property Group
SPG
$59.1B
$3.21M 0.01%
19,961
-1,391
JEF icon
488
Jefferies Financial Group
JEF
$12.3B
$3.18M 0.01%
58,202
+170
TT icon
489
Trane Technologies
TT
$88.8B
$3.18M 0.01%
7,269
+97
NOC icon
490
Northrop Grumman
NOC
$79.3B
$3.13M 0.01%
6,259
-125
VRTX icon
491
Vertex Pharmaceuticals
VRTX
$113B
$3.13M 0.01%
7,029
+467
ALL icon
492
Allstate
ALL
$52.9B
$3.11M 0.01%
15,463
-929
PRU icon
493
Prudential Financial
PRU
$39.1B
$3.08M 0.01%
28,698
-2,588
WRB icon
494
W.R. Berkley
WRB
$25.4B
$3M 0.01%
40,892
-491
QCLN icon
495
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$556M
$3M 0.01%
91,872
-34,966
PAYC icon
496
Paycom
PAYC
$9B
$3M 0.01%
12,975
-1,929
KGS icon
497
Kodiak Gas Services
KGS
$3.12B
$2.98M 0.01%
86,982
-10,000
LILAK icon
498
Liberty Latin America Class C
LILAK
$1.74B
$2.94M 0.01%
472,398
IWY icon
499
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$2.94M 0.01%
11,910
+1,268
TGT icon
500
Target
TGT
$42B
$2.88M 0.01%
29,243
-998
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