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
COHR icon
776
Coherent
COHR
$28B
$697K ﹤0.01%
6,474
+32
ALB icon
777
Albemarle
ALB
$15.6B
$694K ﹤0.01%
8,565
-183
IVOG icon
778
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$683K ﹤0.01%
5,718
DLTR icon
779
Dollar Tree
DLTR
$25.8B
$683K ﹤0.01%
7,233
-1,023
IRTC icon
780
iRhythm Technologies
IRTC
$5.44B
$679K ﹤0.01%
3,945
IGV icon
781
iShares Expanded Tech-Software Sector ETF
IGV
$8.35B
$673K ﹤0.01%
5,856
+151
WTS icon
782
Watts Water Technologies
WTS
$9.31B
$670K ﹤0.01%
2,398
-58
SRE icon
783
Sempra
SRE
$57.8B
$668K ﹤0.01%
7,421
+738
DSGR icon
784
Distribution Solutions Group
DSGR
$1.35B
$666K ﹤0.01%
22,136
VCR icon
785
Vanguard Consumer Discretionary ETF
VCR
$6.41B
$661K ﹤0.01%
1,669
-25
SECT icon
786
Main Sector Rotation ETF
SECT
$2.45B
$657K ﹤0.01%
10,427
SNV icon
787
Synovus
SNV
$7.3B
$654K ﹤0.01%
13,328
+2,540
ECON icon
788
Columbia Emerging Markets Consumer ETF
ECON
$241M
$653K ﹤0.01%
24,635
+377
PTON icon
789
Peloton Interactive
PTON
$2.73B
$651K ﹤0.01%
72,375
SHM icon
790
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
$646K ﹤0.01%
13,401
+8,277
FTV icon
791
Fortive
FTV
$17.4B
$643K ﹤0.01%
13,130
-720
VFH icon
792
Vanguard Financials ETF
VFH
$13.4B
$641K ﹤0.01%
4,887
+260
FTNT icon
793
Fortinet
FTNT
$61.1B
$639K ﹤0.01%
7,595
-2,770
PEY icon
794
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$636K ﹤0.01%
30,180
-137
EIX icon
795
Edison International
EIX
$22.4B
$635K ﹤0.01%
11,483
+639
SPDW icon
796
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$632K ﹤0.01%
14,778
+445
LYB icon
797
LyondellBasell Industries
LYB
$14.3B
$631K ﹤0.01%
12,868
-2,167
IVZ icon
798
Invesco
IVZ
$11.7B
$629K ﹤0.01%
27,432
-167
XPO icon
799
XPO
XPO
$17.5B
$629K ﹤0.01%
4,863
+745
MKC icon
800
McCormick & Company Non-Voting
MKC
$17.9B
$629K ﹤0.01%
9,393
+547
30 31
32
33 34