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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
1001
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$315K ﹤0.01%
3,430
-2,137
FCOM icon
1002
Fidelity MSCI Communication Services Index ETF
FCOM
$1.87B
$314K ﹤0.01%
4,431
+4,367
LITE icon
1003
Lumentum
LITE
$23.9B
$312K ﹤0.01%
1,918
+947
TRI icon
1004
Thomson Reuters
TRI
$58.8B
$312K ﹤0.01%
2,009
+456
ZETA icon
1005
Zeta Global
ZETA
$4.33B
$311K ﹤0.01%
15,665
-8
RDVY icon
1006
First Trust Rising Dividend Achievers ETF
RDVY
$19B
$311K ﹤0.01%
4,628
+287
TM icon
1007
Toyota
TM
$280B
$309K ﹤0.01%
1,615
+13
AVB icon
1008
AvalonBay Communities
AVB
$25.1B
$309K ﹤0.01%
1,597
-26
IP icon
1009
International Paper
IP
$20.4B
$308K ﹤0.01%
6,639
+437
AEG icon
1010
Aegon
AEG
$12B
$308K ﹤0.01%
38,532
-2,000
GHM icon
1011
Graham Corp
GHM
$707M
$307K ﹤0.01%
5,600
BOTZ icon
1012
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.12B
$304K ﹤0.01%
8,591
+1,329
GNR icon
1013
SPDR S&P Global Natural Resources ETF
GNR
$3.73B
$303K ﹤0.01%
5,117
+1,110
CZR icon
1014
Caesars Entertainment
CZR
$4.86B
$301K ﹤0.01%
11,144
-1,282
DTD icon
1015
WisdomTree US Total Dividend Fund
DTD
$1.48B
$300K ﹤0.01%
3,568
+2,606
MOD icon
1016
Modine Manufacturing
MOD
$7.58B
$299K ﹤0.01%
2,105
-539
UTHR icon
1017
United Therapeutics
UTHR
$21.3B
$299K ﹤0.01%
713
+284
IDCC icon
1018
InterDigital
IDCC
$9.1B
$297K ﹤0.01%
860
+122
SHAK icon
1019
Shake Shack
SHAK
$3.38B
$296K ﹤0.01%
3,165
+1,585
HYD icon
1020
VanEck High Yield Muni ETF
HYD
$3.89B
$296K ﹤0.01%
5,819
-695
GBDC icon
1021
Golub Capital BDC
GBDC
$3.59B
$295K ﹤0.01%
21,573
+576
EXPO icon
1022
Exponent
EXPO
$3.69B
$295K ﹤0.01%
4,241
+41
IYF icon
1023
iShares US Financials ETF
IYF
$4.15B
$295K ﹤0.01%
2,326
MLPX icon
1024
Global X MLP & Energy Infrastructure ETF
MLPX
$2.57B
$293K ﹤0.01%
4,675
+4,507
WDIV icon
1025
SPDR S&P Global Dividend ETF
WDIV
$239M
$291K ﹤0.01%
3,999
39 40
41
42 43