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
ZBH icon
601
Zimmer Biomet
ZBH
$18.1B
$1.5M ﹤0.01%
16,489
-546
PHIN icon
602
Phinia Inc
PHIN
$2.23B
$1.48M ﹤0.01%
33,300
+15,933
SCHF icon
603
Schwab International Equity ETF
SCHF
$52.8B
$1.46M ﹤0.01%
66,188
-1,511
WST icon
604
West Pharmaceutical
WST
$19.2B
$1.46M ﹤0.01%
6,685
-66
IJT icon
605
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.49B
$1.45M ﹤0.01%
10,898
-58
MET icon
606
MetLife
MET
$54B
$1.45M ﹤0.01%
18,027
-463
STE icon
607
Steris
STE
$24.6B
$1.45M ﹤0.01%
6,021
+2,039
ASND icon
608
Ascendis Pharma
ASND
$13.4B
$1.45M ﹤0.01%
8,378
WTW icon
609
Willis Towers Watson
WTW
$31.2B
$1.44M ﹤0.01%
4,704
-2,081
HLT icon
610
Hilton Worldwide
HLT
$65.2B
$1.43M ﹤0.01%
5,375
+156
AXSM icon
611
Axsome Therapeutics
AXSM
$7.47B
$1.43M ﹤0.01%
13,689
-26
GLDM icon
612
SPDR Gold MiniShares Trust
GLDM
$24.5B
$1.43M ﹤0.01%
21,780
-385
AWK icon
613
American Water Works
AWK
$25.6B
$1.42M ﹤0.01%
10,190
-269
PKG icon
614
Packaging Corp of America
PKG
$18.4B
$1.42M ﹤0.01%
7,514
-1,073
QTEC icon
615
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3B
$1.41M ﹤0.01%
6,629
+54
AMLP icon
616
Alerian MLP ETF
AMLP
$10.6B
$1.41M ﹤0.01%
28,852
PODD icon
617
Insulet
PODD
$20.8B
$1.4M ﹤0.01%
4,468
-131
IWX icon
618
iShares Russell Top 200 Value ETF
IWX
$3.07B
$1.39M ﹤0.01%
16,537
+789
RHP icon
619
Ryman Hospitality Properties
RHP
$6.16B
$1.37M ﹤0.01%
13,903
+6,537
SPLV icon
620
Invesco S&P 500 Low Volatility ETF
SPLV
$7.52B
$1.37M ﹤0.01%
18,793
-1,420
BALL icon
621
Ball Corp
BALL
$13.6B
$1.36M ﹤0.01%
24,303
+2,121
PRF icon
622
Invesco FTSE RAFI US 1000 ETF
PRF
$8.59B
$1.35M ﹤0.01%
31,901
-1,122
XLP icon
623
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$1.34M ﹤0.01%
16,514
-1,822
DSI icon
624
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$1.32M ﹤0.01%
11,370
WSM icon
625
Williams-Sonoma
WSM
$22.2B
$1.31M ﹤0.01%
8,009
-491
23 24
25
26 27