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
XLV icon
551
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
$1.99M ﹤0.01%
14,799
-5,720
LH icon
552
Labcorp
LH
$21.7B
$1.99M ﹤0.01%
7,597
-370
CTVA icon
553
Corteva
CTVA
$44B
$1.98M ﹤0.01%
26,630
+1,543
PPG icon
554
PPG Industries
PPG
$22.5B
$1.98M ﹤0.01%
17,438
-163
RDDT icon
555
Reddit
RDDT
$45.1B
$1.97M ﹤0.01%
13,098
-1,019
CEF icon
556
Sprott Physical Gold and Silver Trust
CEF
$8.28B
$1.96M ﹤0.01%
65,241
SNPS icon
557
Synopsys
SNPS
$90.7B
$1.94M ﹤0.01%
3,777
-458
SGI
558
Somnigroup International
SGI
$19.4B
$1.94M ﹤0.01%
28,438
+58
TLT icon
559
iShares 20+ Year Treasury Bond ETF
TLT
$48.8B
$1.93M ﹤0.01%
21,839
+1,022
NTRS icon
560
Northern Trust
NTRS
$26B
$1.93M ﹤0.01%
15,192
-812
ICF icon
561
iShares Select U.S. REIT ETF
ICF
$1.88B
$1.91M ﹤0.01%
31,227
+195
RJF icon
562
Raymond James Financial
RJF
$32.8B
$1.88M ﹤0.01%
12,266
-1,846
XLE icon
563
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$1.87M ﹤0.01%
22,060
-625
SOLV icon
564
Solventum
SOLV
$14.2B
$1.86M ﹤0.01%
24,576
-39,144
VBR icon
565
Vanguard Small-Cap Value ETF
VBR
$32.6B
$1.86M ﹤0.01%
9,516
+94
HSY icon
566
Hershey
HSY
$36.5B
$1.85M ﹤0.01%
11,174
-5,483
ROK icon
567
Rockwell Automation
ROK
$46.1B
$1.85M ﹤0.01%
5,575
+77
IJJ icon
568
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.13B
$1.84M ﹤0.01%
14,919
-114
ATR icon
569
AptarGroup
ATR
$7.69B
$1.84M ﹤0.01%
11,767
-195
FNDX icon
570
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
$1.84M ﹤0.01%
74,925
-18,178
GEN icon
571
Gen Digital
GEN
$17B
$1.82M ﹤0.01%
61,855
-24,362
MORN icon
572
Morningstar
MORN
$8.9B
$1.81M ﹤0.01%
5,777
-71
COO icon
573
Cooper Companies
COO
$15.8B
$1.79M ﹤0.01%
25,167
PHO icon
574
Invesco Water Resources ETF
PHO
$2.12B
$1.75M ﹤0.01%
25,023
-1,894
O icon
575
Realty Income
O
$52.1B
$1.74M ﹤0.01%
30,286
-8,066
21 22
23
24 25