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
DFUS icon
1026
Dimensional US Equity ETF
DFUS
$18B
$254K ﹤0.01%
3,790
-734
CNO icon
1027
CNO Financial Group
CNO
$3.93B
$254K ﹤0.01%
6,579
-16,191
WEN icon
1028
Wendy's
WEN
$1.64B
$253K ﹤0.01%
22,189
+5,181
VOX icon
1029
Vanguard Communication Services ETF
VOX
$6.14B
$252K ﹤0.01%
1,476
OLED icon
1030
Universal Display
OLED
$5.62B
$251K ﹤0.01%
1,626
+59
BLDR icon
1031
Builders FirstSource
BLDR
$12B
$250K ﹤0.01%
2,146
-1,483
CWB icon
1032
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.68B
$249K ﹤0.01%
3,017
-1,782
SON icon
1033
Sonoco
SON
$4.19B
$248K ﹤0.01%
5,702
+6
TTE icon
1034
TotalEnergies
TTE
$141B
$245K ﹤0.01%
3,999
-646
SHM icon
1035
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
$245K ﹤0.01%
5,124
-1,167
EXEL icon
1036
Exelixis
EXEL
$11B
$245K ﹤0.01%
5,557
+3,833
TBLL icon
1037
Invesco Short Term Treasury ETF
TBLL
$2.24B
$245K ﹤0.01%
+2,318
PCAR icon
1038
PACCAR
PCAR
$58.6B
$244K ﹤0.01%
2,564
+152
NWE icon
1039
NorthWestern Energy
NWE
$4.17B
$243K ﹤0.01%
4,746
-496
ZETA icon
1040
Zeta Global
ZETA
$4.56B
$243K ﹤0.01%
15,673
+644
SF icon
1041
Stifel
SF
$13.2B
$243K ﹤0.01%
2,338
-169
WOMN icon
1042
Impact Shares Womens Empowerment ETF Trading
WOMN
$64.5M
$241K ﹤0.01%
6,089
AVUV icon
1043
Avantis US Small Cap Value ETF
AVUV
$20.3B
$240K ﹤0.01%
2,636
-690
AXS icon
1044
AXIS Capital
AXS
$8.04B
$240K ﹤0.01%
2,307
+199
VLY icon
1045
Valley National Bancorp
VLY
$6.65B
$239K ﹤0.01%
26,733
+5,339
MODG icon
1046
Topgolf Callaway Brands
MODG
$2.1B
$238K ﹤0.01%
29,602
-8,766
ETV
1047
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
$238K ﹤0.01%
17,162
EMHY icon
1048
iShares JPMorgan EM High Yield Bond ETF
EMHY
$523M
$238K ﹤0.01%
6,108
-120
BOTZ icon
1049
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.12B
$237K ﹤0.01%
7,262
-4,563
FVD icon
1050
First Trust Value Line Dividend Fund
FVD
$8.51B
$236K ﹤0.01%
5,277
40 41
42
43 44