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
CHD icon
701
Church & Dwight Co
CHD
$20.3B
$844K ﹤0.01%
8,778
-682
SKYY icon
702
First Trust Cloud Computing ETF
SKYY
$3.11B
$835K ﹤0.01%
6,868
-1,724
DHI icon
703
D.R. Horton
DHI
$45.5B
$833K ﹤0.01%
6,462
-980
OEF icon
704
iShares S&P 100 ETF
OEF
$28.9B
$827K ﹤0.01%
2,718
-1,355
ETHE
705
Grayscale Ethereum Trust ETF
ETHE
$3.46B
$826K ﹤0.01%
39,588
-9,879
ES icon
706
Eversource Energy
ES
$25.6B
$821K ﹤0.01%
12,908
-4,001
VMC icon
707
Vulcan Materials
VMC
$39.1B
$818K ﹤0.01%
3,136
-1,895
DLTR icon
708
Dollar Tree
DLTR
$25.8B
$818K ﹤0.01%
8,256
-189
WTFC icon
709
Wintrust Financial
WTFC
$9.44B
$812K ﹤0.01%
6,549
-1,334
BLFS icon
710
BioLife Solutions
BLFS
$1.17B
$812K ﹤0.01%
37,681
-10,487
BIZD icon
711
VanEck BDC Income ETF
BIZD
$1.59B
$811K ﹤0.01%
49,807
-6,102
AOS icon
712
A.O. Smith
AOS
$9.57B
$804K ﹤0.01%
12,255
-2,999
PHM icon
713
Pultegroup
PHM
$24.6B
$801K ﹤0.01%
7,597
-3,162
ACGL icon
714
Arch Capital
ACGL
$34.1B
$790K ﹤0.01%
8,679
+119
IEUR icon
715
iShares Core MSCI Europe ETF
IEUR
$6.9B
$779K ﹤0.01%
11,767
+3,349
UYG icon
716
ProShares Ultra Financials
UYG
$892M
$778K ﹤0.01%
8,139
LOPE icon
717
Grand Canyon Education
LOPE
$4.39B
$771K ﹤0.01%
4,079
-35
MTD icon
718
Mettler-Toledo International
MTD
$28.5B
$766K ﹤0.01%
652
-25
DGX icon
719
Quest Diagnostics
DGX
$20.3B
$764K ﹤0.01%
4,252
+461
BBH icon
720
VanEck Biotech ETF
BBH
$379M
$760K ﹤0.01%
4,958
WTRG icon
721
Essential Utilities
WTRG
$10.7B
$756K ﹤0.01%
20,364
-196
KD icon
722
Kyndryl
KD
$6.15B
$754K ﹤0.01%
17,961
-4,491
WY icon
723
Weyerhaeuser
WY
$16.9B
$748K ﹤0.01%
29,126
-17,669
TFI icon
724
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3B
$746K ﹤0.01%
16,710
-2,712
ONON icon
725
On Holding
ONON
$16.1B
$744K ﹤0.01%
14,299
-475
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