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
PRI icon
901
Primerica
PRI
$8.24B
$382K ﹤0.01%
1,396
+324
CTRA icon
902
Coterra Energy
CTRA
$20B
$381K ﹤0.01%
15,001
-3,421
UNM icon
903
Unum
UNM
$12.9B
$380K ﹤0.01%
4,705
+1,125
WELL icon
904
Welltower
WELL
$128B
$378K ﹤0.01%
2,460
+243
CBSH icon
905
Commerce Bancshares
CBSH
$7.47B
$377K ﹤0.01%
6,068
+4
AMCR icon
906
Amcor
AMCR
$19B
$376K ﹤0.01%
40,911
+36,186
DBJP icon
907
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$432M
$375K ﹤0.01%
4,905
CAVA icon
908
CAVA Group
CAVA
$6.16B
$374K ﹤0.01%
4,445
-417
ONB icon
909
Old National Bancorp
ONB
$8.97B
$374K ﹤0.01%
17,531
+284
TOL icon
910
Toll Brothers
TOL
$13.2B
$373K ﹤0.01%
3,271
+1,848
FBIN icon
911
Fortune Brands Innovations
FBIN
$6.27B
$373K ﹤0.01%
7,238
-127
ENVX icon
912
Enovix
ENVX
$1.86B
$370K ﹤0.01%
40,875
+308
VGSH icon
913
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$370K ﹤0.01%
6,287
-2,803
NVR icon
914
NVR
NVR
$20.5B
$369K ﹤0.01%
50
-2
BMI icon
915
Badger Meter
BMI
$5.45B
$367K ﹤0.01%
1,497
+886
MTUM icon
916
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
$366K ﹤0.01%
1,521
+119
PSQH icon
917
PSQ Holdings
PSQH
$64.3M
$365K ﹤0.01%
178,241
UMBF icon
918
UMB Financial
UMBF
$8.98B
$364K ﹤0.01%
3,465
+82
ATO icon
919
Atmos Energy
ATO
$27.2B
$364K ﹤0.01%
2,362
+658
UHS icon
920
Universal Health Services
UHS
$13.9B
$364K ﹤0.01%
2,009
-397
CLS icon
921
Celestica
CLS
$35.3B
$362K ﹤0.01%
2,321
+444
AVAV icon
922
AeroVironment
AVAV
$11.9B
$361K ﹤0.01%
1,268
+60
IBDQ icon
923
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$360K ﹤0.01%
14,316
+3
MTB icon
924
M&T Bank
MTB
$31.3B
$357K ﹤0.01%
1,839
-19
TWLO icon
925
Twilio
TWLO
$20.2B
$353K ﹤0.01%
2,839
-538
35 36
37
38 39