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
DAL icon
651
Delta Air Lines
DAL
$45.6B
$1.11M ﹤0.01%
22,480
-1,801
IQLT icon
652
iShares MSCI Intl Quality Factor ETF
IQLT
$13.4B
$1.1M ﹤0.01%
25,559
+5,151
BITB icon
653
Bitwise Bitcoin ETF
BITB
$3.46B
$1.1M ﹤0.01%
18,733
SPHQ icon
654
Invesco S&P 500 Quality ETF
SPHQ
$15.3B
$1.1M ﹤0.01%
15,394
FTNT icon
655
Fortinet
FTNT
$61.1B
$1.1M ﹤0.01%
10,365
-1,612
IJS icon
656
iShares S&P Small-Cap 600 Value ETF
IJS
$6.88B
$1.08M ﹤0.01%
10,892
-13
K icon
657
Kellanova
K
$1.08M ﹤0.01%
13,557
+59
TPR icon
658
Tapestry
TPR
$25.2B
$1.07M ﹤0.01%
12,210
+5,345
SPMD icon
659
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
$1.07M ﹤0.01%
19,621
TRS icon
660
TriMas Corp
TRS
$1.38B
$1.07M ﹤0.01%
37,262
+250
CLVT icon
661
Clarivate
CLVT
$2.27B
$1.06M ﹤0.01%
246,103
+4,678
CLX icon
662
Clorox
CLX
$12.7B
$1.04M ﹤0.01%
8,651
-1,015
UUUU icon
663
Energy Fuels
UUUU
$3.46B
$1.04M ﹤0.01%
180,202
+14,183
REGN icon
664
Regeneron Pharmaceuticals
REGN
$77.9B
$1.03M ﹤0.01%
1,970
-26
LDOS icon
665
Leidos
LDOS
$24.3B
$1.03M ﹤0.01%
6,537
+83
GRMN icon
666
Garmin
GRMN
$40.1B
$1.03M ﹤0.01%
4,916
+713
MKTX icon
667
MarketAxess Holdings
MKTX
$6.65B
$1.02M ﹤0.01%
4,560
-299
SOFI icon
668
SoFi Technologies
SOFI
$34.4B
$1.01M ﹤0.01%
55,667
-2,185
QUAL icon
669
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$1.01M ﹤0.01%
5,531
-300
DELL icon
670
Dell
DELL
$86.1B
$1.01M ﹤0.01%
8,246
-6,107
MRVI icon
671
Maravai LifeSciences
MRVI
$522M
$992K ﹤0.01%
411,490
-124
DG icon
672
Dollar General
DG
$29.3B
$989K ﹤0.01%
8,644
-480
UCB
673
United Community Banks
UCB
$3.94B
$978K ﹤0.01%
32,818
NXPI icon
674
NXP Semiconductors
NXPI
$57.4B
$978K ﹤0.01%
4,474
-700
IYY icon
675
iShares Dow Jones US ETF
IYY
$2.73B
$958K ﹤0.01%
6,352
+77
25 26
27
28 29