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
UPST icon
951
Upstart Holdings
UPST
$4.8B
$324K ﹤0.01%
5,007
+4,903
BWXT icon
952
BWX Technologies
BWXT
$16B
$322K ﹤0.01%
2,237
+77
PNW icon
953
Pinnacle West Capital
PNW
$10.5B
$321K ﹤0.01%
3,588
-228
APO icon
954
Apollo Global Management
APO
$85.9B
$320K ﹤0.01%
2,258
-1,409
AUR icon
955
Aurora
AUR
$8.5B
$319K ﹤0.01%
60,901
+22,125
CCL icon
956
Carnival Corp
CCL
$36.3B
$318K ﹤0.01%
11,305
-900
MFC icon
957
Manulife Financial
MFC
$59.7B
$316K ﹤0.01%
9,900
-10,223
HRL icon
958
Hormel Foods
HRL
$13.2B
$316K ﹤0.01%
10,443
-257
SYF icon
959
Synchrony
SYF
$30.3B
$316K ﹤0.01%
4,728
+1,422
EXPO icon
960
Exponent
EXPO
$3.67B
$314K ﹤0.01%
4,200
+35
DVA icon
961
DaVita
DVA
$8.57B
$313K ﹤0.01%
2,196
-157
TRI icon
962
Thomson Reuters
TRI
$58.1B
$312K ﹤0.01%
1,553
-1,521
LKQ icon
963
LKQ Corp
LKQ
$7.93B
$312K ﹤0.01%
8,428
+2,217
PSTG icon
964
Pure Storage
PSTG
$23.5B
$311K ﹤0.01%
5,402
IYJ icon
965
iShares US Industrials ETF
IYJ
$1.71B
$311K ﹤0.01%
2,184
+85
IDA icon
966
Idacorp
IDA
$6.8B
$311K ﹤0.01%
2,690
-432
TER icon
967
Teradyne
TER
$30.3B
$309K ﹤0.01%
3,436
-593
SEZL icon
968
Sezzle
SEZL
$2.4B
$309K ﹤0.01%
+1,722
GBDC icon
969
Golub Capital BDC
GBDC
$3.63B
$308K ﹤0.01%
20,997
-18,714
BND icon
970
Vanguard Total Bond Market
BND
$144B
$308K ﹤0.01%
4,177
-866
TOST icon
971
Toast
TOST
$20.7B
$306K ﹤0.01%
6,907
+12
XYLD icon
972
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$306K ﹤0.01%
7,855
+6,405
EXPD icon
973
Expeditors International
EXPD
$20.3B
$303K ﹤0.01%
2,650
+25
DGRW icon
974
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$301K ﹤0.01%
3,600
+617
SU icon
975
Suncor Energy
SU
$53.3B
$298K ﹤0.01%
7,974
-11,744
37 38
39
40 41