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
LEN icon
751
Lennar Class A
LEN
$29.5B
$695K ﹤0.01%
6,285
-384
IUSG icon
752
iShares Core S&P US Growth ETF
IUSG
$26B
$693K ﹤0.01%
4,610
+83
DBRG icon
753
DigitalBridge
DBRG
$2.62B
$687K ﹤0.01%
66,380
+6,438
INDA icon
754
iShares MSCI India ETF
INDA
$9.41B
$682K ﹤0.01%
12,255
-1,205
FNDF icon
755
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$677K ﹤0.01%
16,906
-1,956
RF icon
756
Regions Financial
RF
$24.2B
$675K ﹤0.01%
28,706
+15,966
VYMI icon
757
Vanguard International High Dividend Yield ETF
VYMI
$14.1B
$675K ﹤0.01%
8,426
+558
EXC icon
758
Exelon
EXC
$43.9B
$672K ﹤0.01%
15,483
-800
MKC icon
759
McCormick & Company Non-Voting
MKC
$17.9B
$671K ﹤0.01%
8,846
+229
QXO
760
QXO Inc
QXO
$14.4B
$666K ﹤0.01%
30,897
+20,897
TWST icon
761
Twist Bioscience
TWST
$1.89B
$663K ﹤0.01%
18,028
+1
XCEM icon
762
Columbia EM Core ex-China ETF
XCEM
$1.26B
$659K ﹤0.01%
19,277
-126
ACWX icon
763
iShares MSCI ACWI ex US ETF
ACWX
$7.44B
$659K ﹤0.01%
10,806
+2,589
FDS icon
764
Factset
FDS
$10.9B
$658K ﹤0.01%
1,470
VTS icon
765
Vitesse Energy
VTS
$840M
$655K ﹤0.01%
29,659
+512
CACI icon
766
CACI
CACI
$12.6B
$655K ﹤0.01%
1,373
+265
NVT icon
767
nVent Electric
NVT
$16.4B
$653K ﹤0.01%
8,917
+276
SMH icon
768
VanEck Semiconductor ETF
SMH
$35.7B
$651K ﹤0.01%
2,333
-508
XYZ
769
Block Inc
XYZ
$39.3B
$650K ﹤0.01%
9,562
-1,216
RDIV icon
770
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$876M
$648K ﹤0.01%
13,534
IVOG icon
771
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$646K ﹤0.01%
5,718
FSS icon
772
Federal Signal
FSS
$6.74B
$645K ﹤0.01%
6,062
+181
BBY icon
773
Best Buy
BBY
$15.4B
$641K ﹤0.01%
9,544
+5,847
DBEF icon
774
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.49B
$640K ﹤0.01%
14,627
+37
ETR icon
775
Entergy
ETR
$41.2B
$638K ﹤0.01%
7,671
-3,240
29 30
31
32 33