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
VEGI icon
851
iShares MSCI Agriculture Producers ETF
VEGI
$87.3M
$480K ﹤0.01%
11,930
CCI icon
852
Crown Castle
CCI
$39.6B
$479K ﹤0.01%
4,666
+88
FGD icon
853
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$985M
$479K ﹤0.01%
+17,394
NEAR icon
854
iShares Short Maturity Bond ETF
NEAR
$3.77B
$477K ﹤0.01%
9,341
-30
WAL icon
855
Western Alliance Bancorporation
WAL
$9.64B
$469K ﹤0.01%
6,010
+133
HEI icon
856
HEICO Corp
HEI
$43.2B
$463K ﹤0.01%
1,413
-55
COKE icon
857
Coca-Cola Consolidated
COKE
$11B
$461K ﹤0.01%
4,130
-210
NDSN icon
858
Nordson
NDSN
$13.2B
$451K ﹤0.01%
2,102
+283
NTAP icon
859
NetApp
NTAP
$22.9B
$450K ﹤0.01%
4,220
-278
FIVE icon
860
Five Below
FIVE
$10.1B
$447K ﹤0.01%
3,411
-265
TTWO icon
861
Take-Two Interactive
TTWO
$44.6B
$447K ﹤0.01%
1,842
+306
BAH icon
862
Booz Allen Hamilton
BAH
$11.3B
$447K ﹤0.01%
4,290
-164
SJM icon
863
J.M. Smucker
SJM
$10.8B
$447K ﹤0.01%
4,549
-308
TBLU
864
Tortoise Global Water Fund
TBLU
$55.2M
$444K ﹤0.01%
8,400
CNC icon
865
Centene
CNC
$20.1B
$442K ﹤0.01%
8,148
-1,040
GOVT icon
866
iShares US Treasury Bond ETF
GOVT
$33.2B
$441K ﹤0.01%
19,206
+12,541
SCHV icon
867
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$438K ﹤0.01%
15,837
+402
GATX icon
868
GATX Corp
GATX
$6.01B
$437K ﹤0.01%
2,845
-1
IVZ icon
869
Invesco
IVZ
$11.7B
$435K ﹤0.01%
27,599
-1,470,843
DLR icon
870
Digital Realty Trust
DLR
$52.8B
$434K ﹤0.01%
2,492
+110
KPLT icon
871
Katapult Holdings
KPLT
$33.1M
$434K ﹤0.01%
54,222
+5,686
CGW icon
872
Invesco S&P Global Water Index ETF
CGW
$995M
$434K ﹤0.01%
6,939
+55
BTC
873
Grayscale Bitcoin Mini Trust ETF
BTC
$3.94B
$431K ﹤0.01%
9,034
-826
FCNCA icon
874
First Citizens BancShares
FCNCA
$25.6B
$430K ﹤0.01%
220
+11
IBTF icon
875
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.57B
$430K ﹤0.01%
18,400
33 34
35
36 37