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
SHYD icon
726
VanEck Short High Yield Muni ETF
SHYD
$378M
$742K ﹤0.01%
32,828
-202
DOW icon
727
Dow Inc
DOW
$17B
$740K ﹤0.01%
27,945
-1,409
HOOD icon
728
Robinhood
HOOD
$107B
$739K ﹤0.01%
7,896
+3,129
NDAQ icon
729
Nasdaq
NDAQ
$53.4B
$737K ﹤0.01%
8,244
+967
FFIV icon
730
F5
FFIV
$15.3B
$736K ﹤0.01%
2,502
+26
TIP icon
731
iShares TIPS Bond ETF
TIP
$14.4B
$734K ﹤0.01%
6,674
+31
A icon
732
Agilent Technologies
A
$39.5B
$734K ﹤0.01%
6,218
+347
DD icon
733
DuPont de Nemours
DD
$17.1B
$731K ﹤0.01%
25,458
-6,597
SEE icon
734
Sealed Air
SEE
$6.18B
$730K ﹤0.01%
23,526
+3,216
OMC icon
735
Omnicom Group
OMC
$25.5B
$729K ﹤0.01%
10,140
-2,879
J icon
736
Jacobs Solutions
J
$16.1B
$723K ﹤0.01%
5,500
-842
LULU icon
737
lululemon athletica
LULU
$24.3B
$722K ﹤0.01%
3,040
-218
FTV icon
738
Fortive
FTV
$17.4B
$722K ﹤0.01%
13,850
-6,545
SRLN icon
739
State Street Blackstone Senior Loan ETF
SRLN
$6.81B
$721K ﹤0.01%
17,337
-1,721
HDV icon
740
iShares Core High Dividend ETF
HDV
$11.7B
$721K ﹤0.01%
6,153
+4,216
ALAB icon
741
Astera Labs
ALAB
$25.1B
$719K ﹤0.01%
7,955
-1,159
VRSN icon
742
VeriSign
VRSN
$22.4B
$715K ﹤0.01%
2,476
+7
EFX icon
743
Equifax
EFX
$27B
$715K ﹤0.01%
2,755
-37
FNDA icon
744
Schwab Fundamental US Small Company Index ETF
FNDA
$9.16B
$713K ﹤0.01%
24,888
-7,164
WBA
745
DELISTED
Walgreens Boots Alliance
WBA
$712K ﹤0.01%
62,032
-6,601
THC icon
746
Tenet Healthcare
THC
$17.5B
$711K ﹤0.01%
4,041
-1,079
SGOL icon
747
abrdn Physical Gold Shares ETF
SGOL
$7.27B
$709K ﹤0.01%
22,479
DAR icon
748
Darling Ingredients
DAR
$5.79B
$708K ﹤0.01%
18,649
-100,742
RKT icon
749
Rocket Companies
RKT
$52.7B
$700K ﹤0.01%
49,372
+4,680
XEL icon
750
Xcel Energy
XEL
$44.5B
$699K ﹤0.01%
10,257
-380
28 29
30
31 32