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
SNX icon
1051
TD Synnex
SNX
$12.2B
$236K ﹤0.01%
1,737
-3
CHDN icon
1052
Churchill Downs
CHDN
$8.16B
$235K ﹤0.01%
2,328
-1,158
IBDR icon
1053
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.59B
$235K ﹤0.01%
9,691
+3
TRC icon
1054
Tejon Ranch
TRC
$439M
$235K ﹤0.01%
13,852
-271
DECK icon
1055
Deckers Outdoor
DECK
$15.2B
$235K ﹤0.01%
2,276
-3,335
SSO icon
1056
ProShares Ultra S&P500
SSO
$7.33B
$235K ﹤0.01%
4,800
HHH icon
1057
Howard Hughes
HHH
$5.04B
$234K ﹤0.01%
3,466
-4,095
AVT icon
1058
Avnet
AVT
$4.01B
$234K ﹤0.01%
4,400
-589
KAI icon
1059
Kadant
KAI
$3.41B
$232K ﹤0.01%
730
+712
MRNA icon
1060
Moderna
MRNA
$11.8B
$232K ﹤0.01%
8,395
+1,669
GMF icon
1061
SPDR S&P Emerging Asia Pacific ETF
GMF
$381M
$231K ﹤0.01%
1,830
-366
VOOG icon
1062
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$231K ﹤0.01%
582
+1
PTLC icon
1063
Pacer Trendpilot US Large Cap ETF
PTLC
$3.4B
$231K ﹤0.01%
4,543
SNY icon
1064
Sanofi
SNY
$115B
$231K ﹤0.01%
4,773
-1,064
HRI icon
1065
Herc Holdings
HRI
$5.11B
$230K ﹤0.01%
1,746
+831
RGA icon
1066
Reinsurance Group of America
RGA
$13.3B
$230K ﹤0.01%
1,159
-2,085
WH icon
1067
Wyndham Hotels & Resorts
WH
$5.79B
$230K ﹤0.01%
2,830
-17
FLO icon
1068
Flowers Foods
FLO
$2.3B
$230K ﹤0.01%
14,365
-2,847
HAS icon
1069
Hasbro
HAS
$11.4B
$229K ﹤0.01%
3,109
-242
XT icon
1070
iShares Future Exponential Technologies ETF
XT
$3.68B
$229K ﹤0.01%
3,514
VRP icon
1071
Invesco Variable Rate Preferred ETF
VRP
$2.32B
$229K ﹤0.01%
9,370
SPXT icon
1072
ProShares S&P 500 ex-Technology ETF
SPXT
$244M
$228K ﹤0.01%
+2,384
VTIP icon
1073
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$227K ﹤0.01%
4,515
+93
BKH icon
1074
Black Hills Corp
BKH
$5.41B
$227K ﹤0.01%
4,044
-23
PB icon
1075
Prosperity Bancshares
PB
$6.85B
$227K ﹤0.01%
3,227
-29
41 42
43
44 45