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
ROK icon
551
Rockwell Automation
ROK
$45B
$2.17M ﹤0.01%
6,205
+630
VSS icon
552
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.61B
$2.15M ﹤0.01%
15,073
+3,150
LH icon
553
Labcorp
LH
$21.4B
$2.13M ﹤0.01%
7,407
-190
FNDX icon
554
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$2.11M ﹤0.01%
80,306
+5,381
HTGC icon
555
Hercules Capital
HTGC
$3.4B
$2.1M ﹤0.01%
111,276
MU icon
556
Micron Technology
MU
$262B
$2.1M ﹤0.01%
12,525
+3,009
BINC icon
557
BlackRock Flexible Income ETF
BINC
$14.6B
$2.06M ﹤0.01%
38,775
+9,197
IJK icon
558
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$2.06M ﹤0.01%
21,523
+3,567
NOBL icon
559
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$2.05M ﹤0.01%
19,908
-474
VRSK icon
560
Verisk Analytics
VRSK
$30.3B
$2.04M ﹤0.01%
8,113
-178
IJJ icon
561
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.01B
$2.04M ﹤0.01%
15,729
+810
O icon
562
Realty Income
O
$52.8B
$2.04M ﹤0.01%
33,495
+3,209
BP icon
563
BP
BP
$86.1B
$2.04M ﹤0.01%
59,083
+1,674
AAON icon
564
Aaon
AAON
$6.37B
$2.03M ﹤0.01%
21,732
-184
CCK icon
565
Crown Holdings
CCK
$11.7B
$2.03M ﹤0.01%
21,012
-1,127
RY icon
566
Royal Bank of Canada
RY
$233B
$2.03M ﹤0.01%
13,759
+610
CTVA icon
567
Corteva
CTVA
$44.2B
$2.01M ﹤0.01%
29,663
+3,033
IQLT icon
568
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$1.99M ﹤0.01%
45,024
+19,465
PHIN icon
569
Phinia Inc
PHIN
$2.25B
$1.99M ﹤0.01%
34,562
+1,262
SCHA icon
570
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$1.96M ﹤0.01%
70,203
+20,505
XLE icon
571
State Street Energy Select Sector SPDR ETF
XLE
$26.5B
$1.95M ﹤0.01%
21,879
-181
BSM icon
572
Black Stone Minerals
BSM
$2.86B
$1.95M ﹤0.01%
148,542
+23,247
AIG icon
573
American International
AIG
$45.6B
$1.95M ﹤0.01%
24,846
+1,426
LNW
574
DELISTED
Light & Wonder
LNW
$1.94M ﹤0.01%
23,104
-2,284
SPMO icon
575
Invesco S&P 500 Momentum ETF
SPMO
$13B
$1.93M ﹤0.01%
15,972
+15,758
21 22
23
24 25