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
IMCB icon
801
iShares Morningstar Mid-Cap ETF
IMCB
$1.39B
$579K ﹤0.01%
7,264
-2,241
NEM icon
802
Newmont
NEM
$107B
$577K ﹤0.01%
9,909
+753
COHR icon
803
Coherent
COHR
$28B
$575K ﹤0.01%
6,442
+2,234
FDN icon
804
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.83B
$574K ﹤0.01%
2,132
-210
ISPY icon
805
ProShares S&P 500 High Income ETF
ISPY
$1.14B
$574K ﹤0.01%
13,522
DVN icon
806
Devon Energy
DVN
$23.5B
$568K ﹤0.01%
17,870
+1,657
ABM icon
807
ABM Industries
ABM
$2.86B
$566K ﹤0.01%
11,995
IGPT icon
808
Invesco AI and Next Gen Software ETF
IGPT
$632M
$566K ﹤0.01%
11,516
EIX icon
809
Edison International
EIX
$22.4B
$560K ﹤0.01%
10,844
-2,128
SNV icon
810
Synovus
SNV
$7.3B
$558K ﹤0.01%
10,788
-248
BNDX icon
811
Vanguard Total International Bond ETF
BNDX
$73.6B
$554K ﹤0.01%
11,190
-4,035
ALB icon
812
Albemarle
ALB
$15.6B
$548K ﹤0.01%
8,748
-6,383
EES icon
813
WisdomTree US SmallCap Earnings Fund
EES
$648M
$547K ﹤0.01%
10,740
DFAC icon
814
Dimensional US Core Equity 2 ETF
DFAC
$40B
$547K ﹤0.01%
15,266
+12,723
FTEC icon
815
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$546K ﹤0.01%
2,771
+328
EMB icon
816
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$545K ﹤0.01%
5,879
-372
APP icon
817
Applovin
APP
$227B
$543K ﹤0.01%
1,550
-1,287
JBL icon
818
Jabil
JBL
$23.8B
$539K ﹤0.01%
2,470
+3
CAPL icon
819
CrossAmerica Partners
CAPL
$795M
$533K ﹤0.01%
25,500
DJD icon
820
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$367M
$532K ﹤0.01%
10,000
STX icon
821
Seagate
STX
$62.7B
$524K ﹤0.01%
3,632
+315
BEN icon
822
Franklin Resources
BEN
$12.2B
$524K ﹤0.01%
21,977
+1,529
ITRI icon
823
Itron
ITRI
$4.31B
$522K ﹤0.01%
3,964
-446
CCEP icon
824
Coca-Cola Europacific Partners
CCEP
$40.8B
$522K ﹤0.01%
5,627
+5,015
XPO icon
825
XPO
XPO
$17.5B
$520K ﹤0.01%
4,118
-125
31 32
33
34 35