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
PIPR icon
1051
Piper Sandler
PIPR
$5.93B
$271K ﹤0.01%
781
-246
VRP icon
1052
Invesco Variable Rate Preferred ETF
VRP
$2.32B
$271K ﹤0.01%
10,970
+1,600
CWB icon
1053
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.56B
$271K ﹤0.01%
2,992
-25
SF icon
1054
Stifel
SF
$13.2B
$271K ﹤0.01%
2,384
+46
AVUV icon
1055
Avantis US Small Cap Value ETF
AVUV
$20.5B
$270K ﹤0.01%
2,712
+76
RBRK icon
1056
Rubrik
RBRK
$16B
$270K ﹤0.01%
3,281
+5
BMI icon
1057
Badger Meter
BMI
$5.45B
$269K ﹤0.01%
1,508
+11
IRT icon
1058
Independence Realty Trust
IRT
$4.05B
$269K ﹤0.01%
16,405
+4,815
VOX icon
1059
Vanguard Communication Services ETF
VOX
$6.12B
$269K ﹤0.01%
1,432
-44
KCE icon
1060
State Street SPDR S&P Capital Markets ETF
KCE
$535M
$269K ﹤0.01%
1,758
+4
IXUS icon
1061
iShares Core MSCI Total International Stock ETF
IXUS
$51.7B
$268K ﹤0.01%
3,246
+528
SCHM icon
1062
Schwab US Mid-Cap ETF
SCHM
$12.4B
$266K ﹤0.01%
8,984
-102
MTCH icon
1063
Match Group
MTCH
$7.84B
$266K ﹤0.01%
7,530
-1,164
TOLZ icon
1064
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$170M
$265K ﹤0.01%
4,888
-1,321
AES icon
1065
AES
AES
$9.85B
$264K ﹤0.01%
20,083
+5,834
MTN icon
1066
Vail Resorts
MTN
$5.79B
$263K ﹤0.01%
1,761
+334
SWK icon
1067
Stanley Black & Decker
SWK
$11.7B
$263K ﹤0.01%
3,537
+709
VMBS icon
1068
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$263K ﹤0.01%
5,594
+2,860
ARCB icon
1069
ArcBest
ARCB
$1.72B
$262K ﹤0.01%
3,749
+1,062
XMHQ icon
1070
Invesco S&P MidCap Quality ETF
XMHQ
$5.14B
$261K ﹤0.01%
2,487
-875
VPL icon
1071
Vanguard FTSE Pacific ETF
VPL
$8.5B
$260K ﹤0.01%
2,956
+272
SON icon
1072
Sonoco
SON
$4.19B
$259K ﹤0.01%
6,006
+304
SHYG icon
1073
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
$259K ﹤0.01%
5,974
+2,470
FNV icon
1074
Franco-Nevada
FNV
$41.5B
$258K ﹤0.01%
1,159
EVTR icon
1075
Eaton Vance Total Return Bond ETF
EVTR
$4.05B
$258K ﹤0.01%
5,018
-7
41 42
43
44 45