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
ILOW
601
AB International Low Volatility Equity ETF
ILOW
$1.52B
$1.7M ﹤0.01%
39,997
+3,183
GLDM icon
602
SPDR Gold MiniShares Trust
GLDM
$25.4B
$1.7M ﹤0.01%
22,225
+445
WTW icon
603
Willis Towers Watson
WTW
$31.6B
$1.69M ﹤0.01%
4,899
+195
GEN icon
604
Gen Digital
GEN
$16.9B
$1.69M ﹤0.01%
59,481
-2,374
ITA icon
605
iShares US Aerospace & Defense ETF
ITA
$12.2B
$1.68M ﹤0.01%
8,005
+1,545
ASND icon
606
Ascendis Pharma
ASND
$13B
$1.67M ﹤0.01%
8,378
ONEQ icon
607
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.27B
$1.67M ﹤0.01%
18,681
-281
USMV icon
608
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$1.66M ﹤0.01%
17,441
-19
SOFI icon
609
SoFi Technologies
SOFI
$33.5B
$1.65M ﹤0.01%
62,626
+6,959
MGV icon
610
Vanguard Mega Cap Value ETF
MGV
$10.7B
$1.65M ﹤0.01%
11,978
+3,101
CNQ icon
611
Canadian Natural Resources
CNQ
$65.1B
$1.61M ﹤0.01%
50,252
+1,488
CBRE icon
612
CBRE Group
CBRE
$47.8B
$1.6M ﹤0.01%
10,125
+1,730
BALL icon
613
Ball Corp
BALL
$13.9B
$1.59M ﹤0.01%
31,501
+7,198
ATR icon
614
AptarGroup
ATR
$8.06B
$1.58M ﹤0.01%
11,786
+19
AM icon
615
Antero Midstream
AM
$8.41B
$1.57M ﹤0.01%
80,671
-232,961
ADM icon
616
Archer Daniels Midland
ADM
$27.9B
$1.56M ﹤0.01%
26,161
-3,535
ALAB icon
617
Astera Labs
ALAB
$24.5B
$1.56M ﹤0.01%
7,979
+24
ACWI icon
618
iShares MSCI ACWI ETF
ACWI
$24.1B
$1.53M ﹤0.01%
11,083
+998
QTEC icon
619
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.92B
$1.52M ﹤0.01%
6,629
CRL icon
620
Charles River Laboratories
CRL
$9.61B
$1.52M ﹤0.01%
9,728
-5,141
HLT icon
621
Hilton Worldwide
HLT
$66.4B
$1.52M ﹤0.01%
5,843
+468
SPYM
622
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.7B
$1.51M ﹤0.01%
19,249
+1,536
IJT icon
623
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.41B
$1.5M ﹤0.01%
10,633
-265
OI icon
624
O-I Glass
OI
$2.33B
$1.5M ﹤0.01%
115,978
DAL icon
625
Delta Air Lines
DAL
$46.5B
$1.5M ﹤0.01%
26,364
+3,884
23 24
25
26 27