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
CPNG icon
576
Coupang
CPNG
$42.4B
$1.93M ﹤0.01%
59,908
+7,073
XLV icon
577
State Street Health Care Select Sector SPDR ETF
XLV
$40.5B
$1.93M ﹤0.01%
13,843
-956
ICF icon
578
iShares Select U.S. REIT ETF
ICF
$1.86B
$1.92M ﹤0.01%
31,127
-100
VV icon
579
Vanguard Large-Cap ETF
VV
$46.9B
$1.91M ﹤0.01%
6,191
+513
HSY icon
580
Hershey
HSY
$38.2B
$1.9M ﹤0.01%
10,161
-1,013
TLT icon
581
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
$1.9M ﹤0.01%
21,250
-589
PPG icon
582
PPG Industries
PPG
$23.3B
$1.9M ﹤0.01%
18,047
+609
MET icon
583
MetLife
MET
$54.2B
$1.89M ﹤0.01%
22,983
+4,956
PHM icon
584
Pultegroup
PHM
$24.2B
$1.89M ﹤0.01%
14,307
+6,710
WSM icon
585
Williams-Sonoma
WSM
$22.1B
$1.89M ﹤0.01%
9,666
+1,657
APP icon
586
Applovin
APP
$229B
$1.83M ﹤0.01%
2,540
+990
ESGV icon
587
Vanguard ESG US Stock ETF
ESGV
$11.7B
$1.82M ﹤0.01%
15,356
-6
TFC icon
588
Truist Financial
TFC
$63.6B
$1.8M ﹤0.01%
39,479
-8,894
SOLV icon
589
Solventum
SOLV
$14B
$1.8M ﹤0.01%
24,710
+134
PHO icon
590
Invesco Water Resources ETF
PHO
$2.11B
$1.8M ﹤0.01%
24,943
-80
WST icon
591
West Pharmaceutical
WST
$19.2B
$1.79M ﹤0.01%
6,835
+150
XBI icon
592
State Street SPDR S&P Biotech ETF
XBI
$7.9B
$1.79M ﹤0.01%
17,888
-2,441
CACI icon
593
CACI
CACI
$12.4B
$1.78M ﹤0.01%
3,576
+2,203
NTRS icon
594
Northern Trust
NTRS
$26.1B
$1.78M ﹤0.01%
13,224
-1,968
XLY icon
595
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$1.78M ﹤0.01%
7,423
-377
AXSM icon
596
Axsome Therapeutics
AXSM
$7.4B
$1.75M ﹤0.01%
14,375
+686
BE icon
597
Bloom Energy
BE
$20.7B
$1.73M ﹤0.01%
20,510
-4,743
KGS icon
598
Kodiak Gas Services
KGS
$3.04B
$1.73M ﹤0.01%
46,775
-40,207
COO icon
599
Cooper Companies
COO
$15.9B
$1.71M ﹤0.01%
24,958
-209
PKG icon
600
Packaging Corp of America
PKG
$18.3B
$1.7M ﹤0.01%
7,811
+297
22 23
24
25 26