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
CZR icon
926
Caesars Entertainment
CZR
$5.01B
$353K ﹤0.01%
12,426
+10,448
CSL icon
927
Carlisle Companies
CSL
$13.8B
$351K ﹤0.01%
941
-45
PECO icon
928
Phillips Edison & Co
PECO
$4.41B
$349K ﹤0.01%
9,977
XLC icon
929
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
$349K ﹤0.01%
3,218
+1,516
QQQM icon
930
Invesco NASDAQ 100 ETF
QQQM
$69.5B
$347K ﹤0.01%
1,529
+30
PFG icon
931
Principal Financial Group
PFG
$19.8B
$342K ﹤0.01%
4,300
+216
AIZ icon
932
Assurant
AIZ
$11.5B
$341K ﹤0.01%
1,729
-87
BAX icon
933
Baxter International
BAX
$9.84B
$339K ﹤0.01%
11,205
-1,502
HOLX icon
934
Hologic
HOLX
$16.7B
$338K ﹤0.01%
5,194
-545
IBTG icon
935
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$337K ﹤0.01%
14,700
DASH icon
936
DoorDash
DASH
$98B
$337K ﹤0.01%
1,366
-56
BBVA icon
937
Banco Bilbao Vizcaya Argentaria
BBVA
$128B
$336K ﹤0.01%
21,872
+532
QYLD icon
938
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.05B
$335K ﹤0.01%
20,044
+12,768
TOLZ icon
939
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$150M
$334K ﹤0.01%
6,209
+3,180
VTWO icon
940
Vanguard Russell 2000 ETF
VTWO
$14B
$334K ﹤0.01%
3,832
-159
KRE icon
941
State Street SPDR S&P Regional Banking ETF
KRE
$4.16B
$333K ﹤0.01%
5,600
COWZ icon
942
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$332K ﹤0.01%
6,032
-5,134
AVB icon
943
AvalonBay Communities
AVB
$25B
$330K ﹤0.01%
1,623
-973
XMHQ icon
944
Invesco S&P MidCap Quality ETF
XMHQ
$5.14B
$330K ﹤0.01%
3,362
-47
MUSA icon
945
Murphy USA
MUSA
$7.61B
$330K ﹤0.01%
811
-7
POWL icon
946
Powell Industries
POWL
$4.08B
$329K ﹤0.01%
1,565
+1,061
PKW icon
947
Invesco BuyBack Achievers ETF
PKW
$1.54B
$328K ﹤0.01%
2,656
HYD icon
948
VanEck High Yield Muni ETF
HYD
$3.71B
$327K ﹤0.01%
6,514
-740
DBX icon
949
Dropbox
DBX
$7.09B
$326K ﹤0.01%
11,408
+1,635
WTV icon
950
WisdomTree US Value Fund
WTV
$2.11B
$326K ﹤0.01%
3,774
36 37
38
39 40