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
CDW icon
826
CDW
CDW
$18.9B
$519K ﹤0.01%
2,907
-501
FWONK icon
827
Liberty Media Series C
FWONK
$23.4B
$518K ﹤0.01%
4,958
-111
CRMD icon
828
CorMedix
CRMD
$905M
$517K ﹤0.01%
42,000
PGEN icon
829
Precigen
PGEN
$1.31B
$516K ﹤0.01%
363,404
+31,928
CMS icon
830
CMS Energy
CMS
$21.3B
$513K ﹤0.01%
7,405
+158
HUM icon
831
Humana
HUM
$32.3B
$513K ﹤0.01%
2,097
+879
BIL icon
832
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$511K ﹤0.01%
5,567
+1,437
CMF icon
833
iShares California Muni Bond ETF
CMF
$3.64B
$510K ﹤0.01%
9,150
-7,856
SRE icon
834
Sempra
SRE
$57.8B
$506K ﹤0.01%
6,683
+149
PTON icon
835
Peloton Interactive
PTON
$2.73B
$502K ﹤0.01%
72,375
+1,675
UVV icon
836
Universal Corp
UVV
$1.34B
$499K ﹤0.01%
8,576
+276
MKL icon
837
Markel Group
MKL
$27.3B
$499K ﹤0.01%
250
-25
FMC icon
838
FMC
FMC
$1.74B
$497K ﹤0.01%
11,900
-1,439
AI icon
839
C3.ai
AI
$2.15B
$495K ﹤0.01%
20,161
+19,033
EFV icon
840
iShares MSCI EAFE Value ETF
EFV
$27.7B
$495K ﹤0.01%
7,790
+705
DFIV icon
841
Dimensional International Value ETF
DFIV
$15.4B
$493K ﹤0.01%
11,514
+6,340
GGG icon
842
Graco
GGG
$13.9B
$492K ﹤0.01%
5,728
-314
WEX icon
843
WEX
WEX
$5.27B
$491K ﹤0.01%
3,345
-271
MGRC icon
844
McGrath RentCorp
MGRC
$2.63B
$491K ﹤0.01%
4,234
-1
LUV icon
845
Southwest Airlines
LUV
$21.3B
$490K ﹤0.01%
15,100
-364
SEB icon
846
Seaboard Corp
SEB
$4.24B
$489K ﹤0.01%
171
IMCG icon
847
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.11B
$489K ﹤0.01%
6,091
+341
SPXL icon
848
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.94B
$488K ﹤0.01%
2,813
VONG icon
849
Vanguard Russell 1000 Growth ETF
VONG
$35.2B
$486K ﹤0.01%
4,451
RWR icon
850
State Street SPDR Dow Jones REIT ETF
RWR
$1.66B
$480K ﹤0.01%
4,982
-939
32 33
34
35 36