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
BLFS icon
701
BioLife Solutions
BLFS
$1.18B
$961K ﹤0.01%
37,681
FETH
702
Fidelity Ethereum Fund
FETH
$1.24B
$960K ﹤0.01%
23,093
+22,709
FTEC icon
703
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$956K ﹤0.01%
4,304
+1,533
MORN icon
704
Morningstar
MORN
$8.62B
$955K ﹤0.01%
4,117
-1,660
FLEX icon
705
Flex
FLEX
$24B
$948K ﹤0.01%
16,359
-2,583
RSPT icon
706
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.99B
$945K ﹤0.01%
21,204
+410
QSR icon
707
Restaurant Brands International
QSR
$24.3B
$942K ﹤0.01%
14,694
+384
DFAC icon
708
Dimensional US Core Equity 2 ETF
DFAC
$39.8B
$938K ﹤0.01%
24,325
+9,059
WY icon
709
Weyerhaeuser
WY
$16.8B
$936K ﹤0.01%
37,751
+8,625
DUOL icon
710
Duolingo
DUOL
$8.63B
$934K ﹤0.01%
2,902
+602
SEE icon
711
Sealed Air
SEE
$6.13B
$931K ﹤0.01%
26,326
+2,800
WTFC icon
712
Wintrust Financial
WTFC
$9.45B
$921K ﹤0.01%
6,954
+405
VDE icon
713
Vanguard Energy ETF
VDE
$6.9B
$917K ﹤0.01%
7,288
LEN icon
714
Lennar Class A
LEN
$29B
$917K ﹤0.01%
7,273
+988
DD icon
715
DuPont de Nemours
DD
$16.9B
$917K ﹤0.01%
28,118
+2,660
STX icon
716
Seagate
STX
$62.8B
$916K ﹤0.01%
3,882
+250
J icon
717
Jacobs Solutions
J
$15.9B
$907K ﹤0.01%
6,052
+552
SMH icon
718
VanEck Semiconductor ETF
SMH
$36.1B
$905K ﹤0.01%
2,773
+440
OEF icon
719
iShares S&P 100 ETF
OEF
$28.7B
$905K ﹤0.01%
2,718
QUAL icon
720
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$905K ﹤0.01%
4,651
-880
RF icon
721
Regions Financial
RF
$24.1B
$896K ﹤0.01%
33,984
+5,278
SCHE icon
722
Schwab Emerging Markets Equity ETF
SCHE
$10.9B
$896K ﹤0.01%
26,849
+14,061
EXC icon
723
Exelon
EXC
$44.1B
$893K ﹤0.01%
19,846
+4,363
OMC icon
724
Omnicom Group
OMC
$25.6B
$888K ﹤0.01%
10,890
+750
DG icon
725
Dollar General
DG
$29.6B
$880K ﹤0.01%
8,517
-127
27 28
29
30 31