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
ARKK icon
976
ARK Innovation ETF
ARKK
$7.55B
$297K ﹤0.01%
4,232
+1,742
DT icon
977
Dynatrace
DT
$13.9B
$297K ﹤0.01%
5,384
-1,637
PSLV icon
978
Sprott Physical Silver Trust
PSLV
$12.3B
$297K ﹤0.01%
24,260
-1,900
LRGE icon
979
ClearBridge Large Cap Growth Select ETF
LRGE
$429M
$296K ﹤0.01%
+3,736
FE icon
980
FirstEnergy
FE
$25.6B
$296K ﹤0.01%
7,354
-86
FSK icon
981
FS KKR Capital
FSK
$4.31B
$296K ﹤0.01%
14,265
+516
ITB icon
982
iShares US Home Construction ETF
ITB
$2.74B
$296K ﹤0.01%
3,172
+1,000
VTR icon
983
Ventas
VTR
$36.6B
$295K ﹤0.01%
4,667
-1,563
FELV icon
984
Fidelity Enhanced Large Cap Value ETF
FELV
$2.54B
$294K ﹤0.01%
9,259
+29
GLXY
985
Galaxy Digital Inc
GLXY
$5.14B
$294K ﹤0.01%
+13,414
EA icon
986
Electronic Arts
EA
$51B
$294K ﹤0.01%
1,839
+96
RBRK icon
987
Rubrik
RBRK
$16.3B
$293K ﹤0.01%
3,276
-586
AEG icon
988
Aegon
AEG
$11.6B
$293K ﹤0.01%
40,532
+15,425
VIOV icon
989
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.51B
$293K ﹤0.01%
3,424
QBTS icon
990
D-Wave Quantum
QBTS
$9.32B
$293K ﹤0.01%
20,009
+14,808
EUAD
991
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.02B
$292K ﹤0.01%
6,764
+850
IP icon
992
International Paper
IP
$20.4B
$290K ﹤0.01%
6,202
-387
QQQJ icon
993
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$749M
$289K ﹤0.01%
9,032
PIPR icon
994
Piper Sandler
PIPR
$5.93B
$285K ﹤0.01%
1,027
-7
AER icon
995
AerCap
AER
$23.8B
$284K ﹤0.01%
2,426
+2,000
CINF icon
996
Cincinnati Financial
CINF
$25.9B
$283K ﹤0.01%
1,897
+956
WDIV icon
997
SPDR S&P Global Dividend ETF
WDIV
$239M
$282K ﹤0.01%
+3,999
SCZ icon
998
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.5B
$282K ﹤0.01%
3,880
+203
UAL icon
999
United Airlines
UAL
$34.6B
$282K ﹤0.01%
3,539
-5,623
IYF icon
1000
iShares US Financials ETF
IYF
$4.3B
$281K ﹤0.01%
2,326
+97
38 39
40
41 42