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
CNX icon
1076
CNX Resources
CNX
$5.19B
$226K ﹤0.01%
6,704
-1,211
KEY icon
1077
KeyCorp
KEY
$22.4B
$225K ﹤0.01%
12,916
-1,670
ASO icon
1078
Academy Sports + Outdoors
ASO
$3.66B
$225K ﹤0.01%
5,013
-1,163
MTN icon
1079
Vail Resorts
MTN
$5.7B
$224K ﹤0.01%
1,427
+88
CCJ icon
1080
Cameco
CCJ
$39.3B
$224K ﹤0.01%
3,019
+2,270
RAL
1081
Ralliant Corp
RAL
$5.74B
$224K ﹤0.01%
+4,617
EWA icon
1082
iShares MSCI Australia ETF
EWA
$1.35B
$224K ﹤0.01%
8,500
RSPG icon
1083
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$423M
$223K ﹤0.01%
3,000
FNDE icon
1084
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.78B
$223K ﹤0.01%
6,751
-4,304
HGER icon
1085
Harbor Commodity All-Weather Strategy ETF
HGER
$1.3B
$222K ﹤0.01%
9,152
+3,510
SHAK icon
1086
Shake Shack
SHAK
$3.38B
$222K ﹤0.01%
1,580
-127
RKLB icon
1087
Rocket Lab Corp
RKLB
$30B
$222K ﹤0.01%
6,201
+1,175
XMLV icon
1088
Invesco S&P MidCap Low Volatility ETF
XMLV
$762M
$221K ﹤0.01%
3,590
CTSO icon
1089
Cytosorbents Corp
CTSO
$39.6M
$221K ﹤0.01%
172,649
VPL icon
1090
Vanguard FTSE Pacific ETF
VPL
$8.5B
$221K ﹤0.01%
2,684
+243
JAZZ icon
1091
Jazz Pharmaceuticals
JAZZ
$10.3B
$219K ﹤0.01%
2,063
+1,871
INDB icon
1092
Independent Bank
INDB
$3.83B
$219K ﹤0.01%
3,475
NTES icon
1093
NetEase
NTES
$87.9B
$218K ﹤0.01%
1,618
+51
GNR icon
1094
SPDR S&P Global Natural Resources ETF
GNR
$3.73B
$217K ﹤0.01%
4,007
-1,067
IDV icon
1095
iShares International Select Dividend ETF
IDV
$6.48B
$217K ﹤0.01%
6,296
PXH icon
1096
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.73B
$217K ﹤0.01%
9,278
-164,160
FERG icon
1097
Ferguson
FERG
$45.4B
$217K ﹤0.01%
996
+48
BY icon
1098
Byline Bancorp
BY
$1.41B
$216K ﹤0.01%
8,088
SDOG icon
1099
ALPS Sector Dividend Dogs ETF
SDOG
$1.27B
$216K ﹤0.01%
3,760
ZBRA icon
1100
Zebra Technologies
ZBRA
$13.6B
$216K ﹤0.01%
700
-110
42 43
44
45 46