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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEAM icon
501
Atlassian
TEAM
$42B
$3.17M 0.01%
19,879
-286
FBTC icon
502
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.6B
$3.16M 0.01%
31,673
+2,045
ESTC icon
503
Elastic
ESTC
$7.9B
$3.15M 0.01%
37,252
-1,091
PHYS icon
504
Sprott Physical Gold
PHYS
$15.8B
$3.06M 0.01%
103,476
+14,401
IEMG icon
505
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$3.05M 0.01%
46,315
+5,778
ESS icon
506
Essex Property Trust
ESS
$16.5B
$3.05M 0.01%
11,379
-1,906
SCHG icon
507
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$3.03M 0.01%
95,018
+1,259
IBB icon
508
iShares Biotechnology ETF
IBB
$8.6B
$3.01M 0.01%
20,860
+1
PRU icon
509
Prudential Financial
PRU
$41B
$2.99M 0.01%
28,795
+97
KNSL icon
510
Kinsale Capital Group
KNSL
$8.96B
$2.86M ﹤0.01%
6,714
-105,014
CERT icon
511
Certara
CERT
$1.38B
$2.84M ﹤0.01%
232,723
CBOE icon
512
Cboe Global Markets
CBOE
$26.1B
$2.8M ﹤0.01%
11,411
+139
UUUU icon
513
Energy Fuels
UUUU
$3.34B
$2.77M ﹤0.01%
180,202
GTLS icon
514
Chart Industries
GTLS
$9.25B
$2.77M ﹤0.01%
13,818
-487
POST icon
515
Post Holdings
POST
$5.16B
$2.74M ﹤0.01%
25,516
+1,841
PAYC icon
516
Paycom
PAYC
$8.94B
$2.71M ﹤0.01%
13,003
+28
LAMR icon
517
Lamar Advertising Co
LAMR
$13B
$2.67M ﹤0.01%
21,821
+997
VRTX icon
518
Vertex Pharmaceuticals
VRTX
$115B
$2.66M ﹤0.01%
6,798
-231
REET icon
519
iShares Global REIT ETF
REET
$4.19B
$2.65M ﹤0.01%
103,843
+35,783
HGV icon
520
Hilton Grand Vacations
HGV
$3.83B
$2.62M ﹤0.01%
62,732
+8,171
TT icon
521
Trane Technologies
TT
$87.8B
$2.62M ﹤0.01%
6,214
-1,055
KKR icon
522
KKR & Co
KKR
$119B
$2.62M ﹤0.01%
20,162
+848
KDP icon
523
Keurig Dr Pepper
KDP
$38.8B
$2.59M ﹤0.01%
101,607
-76,456
DCI icon
524
Donaldson
DCI
$10.5B
$2.59M ﹤0.01%
31,660
+716
VXUS icon
525
Vanguard Total International Stock ETF
VXUS
$115B
$2.58M ﹤0.01%
35,147
-289
19 20
21
22 23