CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+5.57%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$39.7B
AUM Growth
+$1.89B
Cap. Flow
+$430M
Cap. Flow %
1.08%
Top 10 Hldgs %
24.79%
Holding
1,092
New
120
Increased
364
Reduced
425
Closed
71

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BAH icon
901
Booz Allen Hamilton
BAH
$12.6B
$302K ﹤0.01%
3,750
CHDN icon
902
Churchill Downs
CHDN
$7.18B
$299K ﹤0.01%
2,632
IBDO
903
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$298K ﹤0.01%
11,400
CNH
904
CNH Industrial
CNH
$14.3B
$297K ﹤0.01%
21,831
PHM icon
905
Pultegroup
PHM
$27.7B
$296K ﹤0.01%
5,638
WDAY icon
906
Workday
WDAY
$61.7B
$296K ﹤0.01%
1,191
-118
-9% -$29.3K
MORN icon
907
Morningstar
MORN
$10.8B
$293K ﹤0.01%
1,304
SPHQ icon
908
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$293K ﹤0.01%
6,615
+26
+0.4% +$1.15K
ACP
909
abrdn Income Credit Strategies Fund
ACP
$740M
$292K ﹤0.01%
25,402
VTR icon
910
Ventas
VTR
$30.9B
$292K ﹤0.01%
5,461
-9,293
-63% -$497K
FFIV icon
911
F5
FFIV
$18.1B
$291K ﹤0.01%
1,393
+30
+2% +$6.27K
IBDN
912
DELISTED
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
$291K ﹤0.01%
11,413
AXL icon
913
American Axle
AXL
$706M
$290K ﹤0.01%
30,000
SPXL icon
914
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.49B
$290K ﹤0.01%
3,413
VUZI icon
915
Vuzix
VUZI
$188M
$283K ﹤0.01%
11,107
+1,107
+11% +$28.2K
FFIN icon
916
First Financial Bankshares
FFIN
$5.22B
$281K ﹤0.01%
6,016
+58
+1% +$2.71K
KRE icon
917
SPDR S&P Regional Banking ETF
KRE
$3.99B
$281K ﹤0.01%
+4,238
New +$281K
DVN icon
918
Devon Energy
DVN
$22.1B
$280K ﹤0.01%
+12,787
New +$280K
SLAB icon
919
Silicon Laboratories
SLAB
$4.45B
$279K ﹤0.01%
1,979
-1,326
-40% -$187K
HHH icon
920
Howard Hughes
HHH
$4.69B
$276K ﹤0.01%
3,047
BPMP
921
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
$276K ﹤0.01%
21,812
-358,032
-94% -$4.53M
NET icon
922
Cloudflare
NET
$74.7B
$275K ﹤0.01%
3,921
+150
+4% +$10.5K
BCE icon
923
BCE
BCE
$23.1B
$274K ﹤0.01%
6,076
-323
-5% -$14.6K
MGEE icon
924
MGE Energy Inc
MGEE
$3.1B
$274K ﹤0.01%
3,843
NOC icon
925
Northrop Grumman
NOC
$83.2B
$274K ﹤0.01%
846
-217
-20% -$70.3K