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
SCHB icon
501
Schwab US Broad Market ETF
SCHB
$38.2B
$2.81M 0.01%
117,919
-18,996
GM icon
502
General Motors
GM
$71.6B
$2.81M 0.01%
57,083
-4,230
FBTC icon
503
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$2.78M 0.01%
29,628
-866
GLW icon
504
Corning
GLW
$76.5B
$2.77M 0.01%
52,701
-748
OXY icon
505
Occidental Petroleum
OXY
$40.7B
$2.77M ﹤0.01%
65,876
-840
SCHG icon
506
Schwab US Large-Cap Growth ETF
SCHG
$52.7B
$2.74M ﹤0.01%
93,759
-1,891
CERT icon
507
Certara
CERT
$1.44B
$2.72M ﹤0.01%
232,723
-192
UBER icon
508
Uber
UBER
$190B
$2.68M ﹤0.01%
28,745
-12,465
TLN
509
Talen Energy Corp
TLN
$16.4B
$2.67M ﹤0.01%
9,188
-665
IBB icon
510
iShares Biotechnology ETF
IBB
$8.51B
$2.64M ﹤0.01%
20,859
+95
PYPL icon
511
PayPal
PYPL
$56.7B
$2.64M ﹤0.01%
35,492
-4,935
CBOE icon
512
Cboe Global Markets
CBOE
$26.8B
$2.63M ﹤0.01%
11,272
+79
VRSK icon
513
Verisk Analytics
VRSK
$30.4B
$2.58M ﹤0.01%
8,291
-481
POST icon
514
Post Holdings
POST
$5.12B
$2.58M ﹤0.01%
23,675
+1,020
KKR icon
515
KKR & Co
KKR
$117B
$2.57M ﹤0.01%
19,314
+157
WBD icon
516
Warner Bros
WBD
$68.3B
$2.56M ﹤0.01%
223,607
+23,535
LAMR icon
517
Lamar Advertising Co
LAMR
$13.4B
$2.53M ﹤0.01%
20,824
-36
VHT icon
518
Vanguard Health Care ETF
VHT
$17.2B
$2.49M ﹤0.01%
10,043
-2,884
WPM icon
519
Wheaton Precious Metals
WPM
$48.4B
$2.47M ﹤0.01%
27,558
-10,684
TREX icon
520
Trex
TREX
$3.7B
$2.46M ﹤0.01%
45,313
+15,170
EOG icon
521
EOG Resources
EOG
$59.8B
$2.45M ﹤0.01%
20,480
-63
VXUS icon
522
Vanguard Total International Stock ETF
VXUS
$114B
$2.45M ﹤0.01%
35,436
-3,386
LNW
523
DELISTED
Light & Wonder
LNW
$2.44M ﹤0.01%
25,388
+6,271
IEMG icon
524
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$2.43M ﹤0.01%
40,537
+9,351
SLV icon
525
iShares Silver Trust
SLV
$30.4B
$2.4M ﹤0.01%
73,012
+637
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