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
IDV icon
801
iShares International Select Dividend ETF
IDV
$6.48B
$625K ﹤0.01%
17,111
+10,815
SRLN icon
802
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$624K ﹤0.01%
15,018
-2,319
IGPT icon
803
Invesco AI and Next Gen Software ETF
IGPT
$636M
$622K ﹤0.01%
11,516
EMB icon
804
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$620K ﹤0.01%
6,512
+633
TFI icon
805
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$618K ﹤0.01%
13,561
-3,149
XNCR icon
806
Xencor
XNCR
$1.2B
$617K ﹤0.01%
52,563
+35,000
IYH icon
807
iShares US Healthcare ETF
IYH
$3.68B
$615K ﹤0.01%
10,471
-187
ISPY icon
808
ProShares S&P 500 High Income ETF
ISPY
$1.14B
$610K ﹤0.01%
13,522
GGG icon
809
Graco
GGG
$14B
$604K ﹤0.01%
7,115
+1,387
GOVT icon
810
iShares US Treasury Bond ETF
GOVT
$33.2B
$604K ﹤0.01%
26,145
+6,939
BBVA icon
811
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$603K ﹤0.01%
31,326
+9,454
ABM icon
812
ABM Industries
ABM
$2.87B
$601K ﹤0.01%
13,033
+1,038
ENFR icon
813
Alerian Energy Infrastructure ETF
ENFR
$326M
$600K ﹤0.01%
18,524
GSLC icon
814
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$600K ﹤0.01%
4,606
-2,843
EES icon
815
WisdomTree US SmallCap Earnings Fund
EES
$644M
$600K ﹤0.01%
10,740
EWJ icon
816
iShares MSCI Japan ETF
EWJ
$16.1B
$595K ﹤0.01%
7,418
+1,787
FITB icon
817
Fifth Third Bancorp
FITB
$31.7B
$593K ﹤0.01%
13,318
+2,944
SPEM icon
818
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
$592K ﹤0.01%
12,643
-976
DVN icon
819
Devon Energy
DVN
$22.7B
$592K ﹤0.01%
16,873
-997
CRS icon
820
Carpenter Technology
CRS
$16.1B
$586K ﹤0.01%
2,387
+106
DLR icon
821
Digital Realty Trust
DLR
$52.4B
$584K ﹤0.01%
3,380
+888
MFC icon
822
Manulife Financial
MFC
$60B
$584K ﹤0.01%
18,745
+8,845
FWONK icon
823
Liberty Media Series C
FWONK
$23.9B
$577K ﹤0.01%
5,524
+566
RBA icon
824
RB Global
RBA
$19B
$576K ﹤0.01%
5,320
-251
TTWO icon
825
Take-Two Interactive
TTWO
$45.5B
$572K ﹤0.01%
2,215
+373
31 32
33
34 35