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
QSR icon
676
Restaurant Brands International
QSR
$24.5B
$949K ﹤0.01%
14,310
-15,505
KRP icon
677
Kimbell Royalty Partners
KRP
$1.15B
$946K ﹤0.01%
67,799
FLEX icon
678
Flex
FLEX
$25.4B
$946K ﹤0.01%
18,942
-686
DUOL icon
679
Duolingo
DUOL
$9.07B
$943K ﹤0.01%
2,300
-49
XLI icon
680
State Street Industrial Select Sector SPDR ETF
XLI
$25.2B
$936K ﹤0.01%
6,342
-2,610
FELE icon
681
Franklin Electric
FELE
$4.28B
$935K ﹤0.01%
10,423
RPM icon
682
RPM International
RPM
$13.7B
$930K ﹤0.01%
8,469
-1,296
BKR icon
683
Baker Hughes
BKR
$46.2B
$928K ﹤0.01%
24,216
+5,937
VCIT icon
684
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$920K ﹤0.01%
11,096
+577
HIG icon
685
Hartford Financial Services
HIG
$37.7B
$906K ﹤0.01%
7,142
+495
GSLC icon
686
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$904K ﹤0.01%
7,449
-56
SE icon
687
Sea Limited
SE
$74B
$889K ﹤0.01%
5,557
+36
STZ icon
688
Constellation Brands
STZ
$25.7B
$886K ﹤0.01%
5,445
-4,862
GDX icon
689
VanEck Gold Miners ETF
GDX
$25.2B
$880K ﹤0.01%
16,906
-16,599
EG icon
690
Everest Group
EG
$13.7B
$880K ﹤0.01%
2,588
+24
HACK icon
691
Amplify Cybersecurity ETF
HACK
$2.2B
$877K ﹤0.01%
10,151
-796
ALSN icon
692
Allison Transmission
ALSN
$8.31B
$875K ﹤0.01%
9,210
-525
LYB icon
693
LyondellBasell Industries
LYB
$14.3B
$870K ﹤0.01%
15,035
+1,764
JVAL icon
694
JPMorgan US Value Factor ETF
JVAL
$592M
$869K ﹤0.01%
19,651
-3,537
VDE icon
695
Vanguard Energy ETF
VDE
$7.17B
$868K ﹤0.01%
7,288
+123
MAS icon
696
Masco
MAS
$13.3B
$867K ﹤0.01%
13,472
-278,972
GSY icon
697
Invesco Ultra Short Duration ETF
GSY
$3.24B
$865K ﹤0.01%
17,255
TPL icon
698
Texas Pacific Land
TPL
$19.3B
$863K ﹤0.01%
817
-72
HPE icon
699
Hewlett Packard
HPE
$31.5B
$859K ﹤0.01%
42,007
+1,444
RSPT icon
700
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.02B
$848K ﹤0.01%
20,794
+3,248
26 27
28
29 30