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
EPAM icon
876
EPAM Systems
EPAM
$11.6B
$429K ﹤0.01%
2,429
-226
FITB icon
877
Fifth Third Bancorp
FITB
$31.8B
$427K ﹤0.01%
10,374
-645
EWJ icon
878
iShares MSCI Japan ETF
EWJ
$15.9B
$422K ﹤0.01%
5,631
-1,163
LII icon
879
Lennox International
LII
$17.7B
$421K ﹤0.01%
734
-5
SLF icon
880
Sun Life Financial
SLF
$33.7B
$419K ﹤0.01%
6,313
-6,594
ESGU icon
881
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$418K ﹤0.01%
3,089
STRV icon
882
Strive 500 ETF
STRV
$1.03B
$417K ﹤0.01%
10,413
SFBS icon
883
ServisFirst Bancshares
SFBS
$4.07B
$417K ﹤0.01%
5,377
-3
PCTY icon
884
Paylocity
PCTY
$8.21B
$415K ﹤0.01%
2,290
-504
AEM icon
885
Agnico Eagle Mines
AEM
$84.5B
$414K ﹤0.01%
3,479
-510
HII icon
886
Huntington Ingalls Industries
HII
$12.8B
$410K ﹤0.01%
1,697
+32
IUSV icon
887
iShares Core S&P US Value ETF
IUSV
$24.3B
$410K ﹤0.01%
4,330
-161
WOOD icon
888
iShares Global Timber & Forestry ETF
WOOD
$231M
$408K ﹤0.01%
5,560
TILT icon
889
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.86B
$403K ﹤0.01%
1,800
INGR icon
890
Ingredion
INGR
$7.14B
$403K ﹤0.01%
2,968
+201
DFUV icon
891
Dimensional US Marketwide Value ETF
DFUV
$12.9B
$400K ﹤0.01%
9,462
IDU icon
892
iShares US Utilities ETF
IDU
$1.74B
$398K ﹤0.01%
3,804
-400
VWOB icon
893
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.37B
$394K ﹤0.01%
6,036
+942
SSD icon
894
Simpson Manufacturing
SSD
$7.03B
$394K ﹤0.01%
2,535
-31
NI icon
895
NiSource
NI
$19.6B
$391K ﹤0.01%
9,695
+4,203
IDN icon
896
Intellicheck
IDN
$134M
$387K ﹤0.01%
71,808
-5,467
SCHE icon
897
Schwab Emerging Markets Equity ETF
SCHE
$11B
$385K ﹤0.01%
12,788
-1,781
COIN icon
898
Coinbase
COIN
$72.1B
$385K ﹤0.01%
1,099
-1,838
DRLL icon
899
Strive US Energy ETF
DRLL
$246M
$384K ﹤0.01%
14,133
BROS icon
900
Dutch Bros
BROS
$7.77B
$384K ﹤0.01%
5,610
-31
34 35
36
37 38