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
RY icon
576
Royal Bank of Canada
RY
$231B
$1.73M ﹤0.01%
13,149
-5,884
BP icon
577
BP
BP
$91.5B
$1.72M ﹤0.01%
57,409
+139
PGX icon
578
Invesco Preferred ETF
PGX
$3.91B
$1.72M ﹤0.01%
154,165
+2,863
OI icon
579
O-I Glass
OI
$2.27B
$1.71M ﹤0.01%
115,978
-74,841
BITX icon
580
2x Bitcoin Strategy ETF
BITX
$1.64B
$1.7M ﹤0.01%
31,482
+31,030
XLY icon
581
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
$1.7M ﹤0.01%
7,800
-2,757
XBI icon
582
State Street SPDR S&P Biotech ETF
XBI
$7.6B
$1.69M ﹤0.01%
20,329
-600
ESGV icon
583
Vanguard ESG US Stock ETF
ESGV
$11.9B
$1.68M ﹤0.01%
15,362
+1,014
REET icon
584
iShares Global REIT ETF
REET
$4.04B
$1.68M ﹤0.01%
68,060
+7,063
MOAT icon
585
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
$1.64M ﹤0.01%
17,494
+1,834
USMV icon
586
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$1.64M ﹤0.01%
17,460
+333
BSM icon
587
Black Stone Minerals
BSM
$3.09B
$1.64M ﹤0.01%
125,295
-30,775
IJK icon
588
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.29B
$1.63M ﹤0.01%
17,956
-65
VV icon
589
Vanguard Large-Cap ETF
VV
$47.5B
$1.62M ﹤0.01%
5,678
-423
AAON icon
590
Aaon
AAON
$6.74B
$1.62M ﹤0.01%
21,916
+8
VSS icon
591
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.64B
$1.6M ﹤0.01%
11,923
+4,673
CPNG icon
592
Coupang
CPNG
$47.6B
$1.58M ﹤0.01%
52,835
-181,947
KMX icon
593
CarMax
KMX
$6.05B
$1.58M ﹤0.01%
23,547
-305
ADM icon
594
Archer Daniels Midland
ADM
$28B
$1.57M ﹤0.01%
29,696
+645
BINC icon
595
BlackRock Flexible Income ETF
BINC
$14.5B
$1.56M ﹤0.01%
29,578
+5,393
MBOT icon
596
Microbot Medical
MBOT
$161M
$1.54M ﹤0.01%
+612,000
VGK icon
597
Vanguard FTSE Europe ETF
VGK
$28.8B
$1.54M ﹤0.01%
19,897
+10,313
ILOW
598
AB International Low Volatility Equity ETF
ILOW
$1.51B
$1.53M ﹤0.01%
+36,814
CNQ icon
599
Canadian Natural Resources
CNQ
$70.2B
$1.53M ﹤0.01%
48,764
-12,274
ONEQ icon
600
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.44B
$1.52M ﹤0.01%
18,962
-8,025
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