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
RHI icon
776
Robert Half
RHI
$2.8B
$637K ﹤0.01%
15,517
-1,670
CRS icon
777
Carpenter Technology
CRS
$16B
$630K ﹤0.01%
2,281
+2,055
STIP icon
778
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$629K ﹤0.01%
6,110
-1,014
IGV icon
779
iShares Expanded Tech-Software Sector ETF
IGV
$8.34B
$625K ﹤0.01%
5,705
-352
AMTX icon
780
Aemetis
AMTX
$96.4M
$620K ﹤0.01%
250,190
PEY icon
781
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$619K ﹤0.01%
30,317
+3,537
VCR icon
782
Vanguard Consumer Discretionary ETF
VCR
$6.41B
$614K ﹤0.01%
1,694
CPSH icon
783
CPS Technologies
CPSH
$61.1M
$612K ﹤0.01%
221,024
DSGR icon
784
Distribution Solutions Group
DSGR
$1.35B
$608K ﹤0.01%
22,136
IRTC icon
785
iRhythm Technologies
IRTC
$5.44B
$607K ﹤0.01%
3,945
+1
SECT icon
786
Main Sector Rotation ETF
SECT
$2.44B
$605K ﹤0.01%
10,427
-305
GPC icon
787
Genuine Parts
GPC
$18.3B
$605K ﹤0.01%
4,984
-1,032
BE icon
788
Bloom Energy
BE
$22.5B
$604K ﹤0.01%
25,253
+18,224
WTS icon
789
Watts Water Technologies
WTS
$9.31B
$604K ﹤0.01%
2,456
+144
F icon
790
Ford
F
$54.8B
$602K ﹤0.01%
55,523
-16,261
IYH icon
791
iShares US Healthcare ETF
IYH
$3.64B
$602K ﹤0.01%
10,658
+1,759
ENFR icon
792
Alerian Energy Infrastructure ETF
ENFR
$328M
$597K ﹤0.01%
18,524
CHX
793
DELISTED
ChampionX
CHX
$594K ﹤0.01%
23,927
-28
RBA icon
794
RB Global
RBA
$19.3B
$591K ﹤0.01%
5,571
-54
VFH icon
795
Vanguard Financials ETF
VFH
$13.4B
$589K ﹤0.01%
4,627
-76
BXSL icon
796
Blackstone Secured Lending
BXSL
$6.51B
$585K ﹤0.01%
19,027
+311
CCO icon
797
Clear Channel Outdoor Holdings
CCO
$1.01B
$585K ﹤0.01%
500,000
SPEM icon
798
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
$582K ﹤0.01%
13,619
ECON icon
799
Columbia Emerging Markets Consumer ETF
ECON
$241M
$582K ﹤0.01%
24,258
+10,214
SPDW icon
800
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$580K ﹤0.01%
14,333
-750
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32
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