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
GRMN icon
651
Garmin
GRMN
$39.8B
$1.28M ﹤0.01%
5,207
+291
SFM icon
652
Sprouts Farmers Market
SFM
$7.71B
$1.28M ﹤0.01%
11,731
-309,583
HYS icon
653
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$1.27M ﹤0.01%
13,230
+934
LBRDK icon
654
Liberty Broadband Class C
LBRDK
$7.03B
$1.26M ﹤0.01%
19,860
-1,128
XCEM icon
655
Columbia EM Core ex-China ETF
XCEM
$1.24B
$1.26M ﹤0.01%
34,678
+15,401
VONG icon
656
Vanguard Russell 1000 Growth ETF
VONG
$35.1B
$1.26M ﹤0.01%
10,447
+5,996
FLYW icon
657
Flywire
FLYW
$1.78B
$1.25M ﹤0.01%
+92,536
GDX icon
658
VanEck Gold Miners ETF
GDX
$25.1B
$1.23M ﹤0.01%
16,135
-771
DHI icon
659
D.R. Horton
DHI
$45.2B
$1.23M ﹤0.01%
7,272
+810
CEF icon
660
Sprott Physical Gold and Silver Trust
CEF
$8.49B
$1.21M ﹤0.01%
33,059
-32,182
NXPI icon
661
NXP Semiconductors
NXPI
$57.8B
$1.21M ﹤0.01%
5,316
+842
IJS icon
662
iShares S&P Small-Cap 600 Value ETF
IJS
$6.79B
$1.2M ﹤0.01%
10,847
-45
MAS icon
663
Masco
MAS
$13.5B
$1.19M ﹤0.01%
16,900
+3,428
REGN icon
664
Regeneron Pharmaceuticals
REGN
$78.4B
$1.19M ﹤0.01%
2,113
+143
MRVI icon
665
Maravai LifeSciences
MRVI
$521M
$1.18M ﹤0.01%
411,490
THG icon
666
Hanover Insurance
THG
$6.54B
$1.18M ﹤0.01%
6,490
-174
BKR icon
667
Baker Hughes
BKR
$44.4B
$1.18M ﹤0.01%
24,145
-71
XLP icon
668
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$1.17M ﹤0.01%
14,988
-1,526
BITB icon
669
Bitwise Bitcoin ETF
BITB
$3.36B
$1.17M ﹤0.01%
18,733
SPHQ icon
670
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.15M ﹤0.01%
15,645
+251
EFX icon
671
Equifax
EFX
$26.7B
$1.14M ﹤0.01%
4,453
+1,698
IYY icon
672
iShares Dow Jones US ETF
IYY
$2.71B
$1.13M ﹤0.01%
6,930
+578
SPMD icon
673
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15B
$1.12M ﹤0.01%
19,621
VTEB icon
674
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.9B
$1.12M ﹤0.01%
22,391
-1,875
NBIX icon
675
Neurocrine Biosciences
NBIX
$14.8B
$1.12M ﹤0.01%
7,981
+7,935
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27
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