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
NHTC icon
626
Natural Health Trends
NHTC
$37.1M
$1.31M ﹤0.01%
+301,683
DGRO icon
627
iShares Core Dividend Growth ETF
DGRO
$35.9B
$1.3M ﹤0.01%
20,328
-1,580
ACWI icon
628
iShares MSCI ACWI ETF
ACWI
$24.4B
$1.3M ﹤0.01%
10,085
SPYM
629
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.4B
$1.29M ﹤0.01%
17,713
+3,874
ESI icon
630
Element Solutions
ESI
$6.33B
$1.27M ﹤0.01%
55,952
-6,146
SCHA icon
631
Schwab U.S Small- Cap ETF
SCHA
$19.6B
$1.26M ﹤0.01%
49,698
-11,573
QLD icon
632
ProShares Ultra QQQ
QLD
$10.7B
$1.26M ﹤0.01%
21,338
ANSS
633
DELISTED
Ansys
ANSS
$1.25M ﹤0.01%
3,554
-515
HPQ icon
634
HP
HPQ
$23.1B
$1.23M ﹤0.01%
50,482
+542
ITA icon
635
iShares US Aerospace & Defense ETF
ITA
$12.2B
$1.22M ﹤0.01%
6,460
-4,666
MANH icon
636
Manhattan Associates
MANH
$10.5B
$1.21M ﹤0.01%
6,113
-55
ON icon
637
ON Semiconductor
ON
$22.1B
$1.2M ﹤0.01%
22,954
-34,108
VTEB icon
638
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$1.19M ﹤0.01%
24,266
-13,197
PAR icon
639
PAR Technology
PAR
$1.51B
$1.19M ﹤0.01%
17,116
+1
CRWV
640
CoreWeave Inc
CRWV
$39.4B
$1.19M ﹤0.01%
+7,277
FCX icon
641
Freeport-McMoran
FCX
$67.8B
$1.18M ﹤0.01%
27,235
+1,079
CBRE icon
642
CBRE Group
CBRE
$47.5B
$1.18M ﹤0.01%
8,395
+1
MU icon
643
Micron Technology
MU
$271B
$1.17M ﹤0.01%
9,516
-3,026
JQUA icon
644
JPMorgan US Quality Factor ETF
JQUA
$7.58B
$1.17M ﹤0.01%
19,460
-2,879
HYS icon
645
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$1.17M ﹤0.01%
12,296
+834
MGV icon
646
Vanguard Mega Cap Value ETF
MGV
$10.7B
$1.16M ﹤0.01%
8,877
-26,979
STT icon
647
State Street
STT
$35.6B
$1.15M ﹤0.01%
10,800
+97
THG icon
648
Hanover Insurance
THG
$6.61B
$1.13M ﹤0.01%
6,664
-218
COCO icon
649
Vita Coco
COCO
$3.11B
$1.11M ﹤0.01%
30,852
+68
BSV icon
650
Vanguard Short-Term Bond ETF
BSV
$41.4B
$1.11M ﹤0.01%
14,098
-3,287
24 25
26
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