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
HACK icon
726
Amplify Cybersecurity ETF
HACK
$2.17B
$876K ﹤0.01%
10,090
-61
CVLT icon
727
Commault Systems
CVLT
$5.32B
$873K ﹤0.01%
4,622
+4,595
F icon
728
Ford
F
$54.4B
$869K ﹤0.01%
72,644
+17,121
GSY icon
729
Invesco Ultra Short Duration ETF
GSY
$3.24B
$867K ﹤0.01%
17,255
DGX icon
730
Quest Diagnostics
DGX
$20.5B
$864K ﹤0.01%
4,535
+283
XLI icon
731
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$853K ﹤0.01%
5,533
-809
FFIV icon
732
F5
FFIV
$15.2B
$848K ﹤0.01%
2,623
+121
PGEN icon
733
Precigen
PGEN
$1.37B
$847K ﹤0.01%
257,465
-105,939
AOS icon
734
A.O. Smith
AOS
$9.56B
$846K ﹤0.01%
11,520
-735
VYMI icon
735
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$844K ﹤0.01%
9,966
+1,540
IEUR icon
736
iShares Core MSCI Europe ETF
IEUR
$6.93B
$844K ﹤0.01%
12,386
+619
WTRG icon
737
Essential Utilities
WTRG
$10.8B
$843K ﹤0.01%
21,122
+758
QXO
738
QXO Inc
QXO
$14.2B
$829K ﹤0.01%
43,482
+12,585
SGOL icon
739
abrdn Physical Gold Shares ETF
SGOL
$7.31B
$827K ﹤0.01%
22,479
ACWX icon
740
iShares MSCI ACWI ex US ETF
ACWX
$7.72B
$825K ﹤0.01%
12,689
+1,883
BBH icon
741
VanEck Biotech ETF
BBH
$377M
$821K ﹤0.01%
4,958
FNDF icon
742
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$816K ﹤0.01%
19,005
+2,099
LOPE icon
743
Grand Canyon Education
LOPE
$4.5B
$815K ﹤0.01%
3,712
-367
SKYY icon
744
First Trust Cloud Computing ETF
SKYY
$3.06B
$812K ﹤0.01%
6,043
-825
CHD icon
745
Church & Dwight Co
CHD
$20.4B
$806K ﹤0.01%
9,199
+421
MTD icon
746
Mettler-Toledo International
MTD
$28.8B
$803K ﹤0.01%
654
+2
XYZ
747
Block Inc
XYZ
$39.1B
$801K ﹤0.01%
11,086
+1,524
A icon
748
Agilent Technologies
A
$39.7B
$796K ﹤0.01%
6,198
-20
NEM icon
749
Newmont
NEM
$108B
$795K ﹤0.01%
9,433
-476
HOOD icon
750
Robinhood
HOOD
$105B
$790K ﹤0.01%
5,519
-2,377
28 29
30
31 32