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
CTSH icon
526
Cognizant
CTSH
$40.4B
$2.57M ﹤0.01%
38,357
-4,291
VHT icon
527
Vanguard Health Care ETF
VHT
$17.3B
$2.55M ﹤0.01%
9,822
-221
WBI
528
WaterBridge Infrastructure LLC
WBI
$857M
$2.52M ﹤0.01%
+100,000
EOG icon
529
EOG Resources
EOG
$55.2B
$2.52M ﹤0.01%
22,478
+1,998
SCHF icon
530
Schwab International Equity ETF
SCHF
$52.9B
$2.44M ﹤0.01%
104,863
+38,675
KR icon
531
Kroger
KR
$39.9B
$2.43M ﹤0.01%
35,999
+2,826
VGK icon
532
Vanguard FTSE Europe ETF
VGK
$28.9B
$2.43M ﹤0.01%
30,402
+10,505
TGT icon
533
Target
TGT
$44.2B
$2.41M ﹤0.01%
26,898
-2,345
TTAN
534
ServiceTitan Inc
TTAN
$9.84B
$2.41M ﹤0.01%
23,871
-819,243
SGI
535
Somnigroup International
SGI
$19.1B
$2.4M ﹤0.01%
28,489
+51
WFC.PRL icon
536
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.84B
$2.39M ﹤0.01%
1,940
RJF icon
537
Raymond James Financial
RJF
$31.9B
$2.38M ﹤0.01%
13,762
+1,496
ED icon
538
Consolidated Edison
ED
$35.7B
$2.37M ﹤0.01%
23,579
+91
RPV icon
539
Invesco S&P 500 Pure Value ETF
RPV
$1.44B
$2.36M ﹤0.01%
23,785
-106
TREX icon
540
Trex
TREX
$3.75B
$2.36M ﹤0.01%
45,646
+333
NUE icon
541
Nucor
NUE
$37.1B
$2.36M ﹤0.01%
17,405
+1,599
PYPL icon
542
PayPal
PYPL
$57.4B
$2.35M ﹤0.01%
35,077
-415
AZ icon
543
A2Z Smart Technologies
AZ
$234M
$2.31M ﹤0.01%
288,982
-33,900
ITOT icon
544
iShares Core S&P Total US Stock Market ETF
ITOT
$79.1B
$2.27M ﹤0.01%
15,605
-707
VBR icon
545
Vanguard Small-Cap Value ETF
VBR
$32.3B
$2.27M ﹤0.01%
10,855
+1,339
VT icon
546
Vanguard Total World Stock ETF
VT
$58.4B
$2.23M ﹤0.01%
16,185
+331
GBTC icon
547
Grayscale Bitcoin Trust
GBTC
$35B
$2.22M ﹤0.01%
24,781
+229
HYMB icon
548
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.86B
$2.21M ﹤0.01%
88,491
LILAK icon
549
Liberty Latin America Class C
LILAK
$1.67B
$2.19M ﹤0.01%
259,778
-212,620
WBD icon
550
Warner Bros
WBD
$71.6B
$2.17M ﹤0.01%
111,141
-112,466
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