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
SPXT icon
1101
ProShares S&P 500 ex-Technology ETF
SPXT
$244M
$240K ﹤0.01%
2,384
NPO icon
1102
Enpro
NPO
$4.6B
$240K ﹤0.01%
1,063
+61
NTR icon
1103
Nutrien
NTR
$29.8B
$240K ﹤0.01%
4,084
-320
KHC icon
1104
Kraft Heinz
KHC
$29B
$239K ﹤0.01%
9,183
+3,047
RSPG icon
1105
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$423M
$239K ﹤0.01%
3,000
RGLD icon
1106
Royal Gold
RGLD
$18.3B
$239K ﹤0.01%
1,189
+650
NTES icon
1107
NetEase
NTES
$87.9B
$238K ﹤0.01%
1,566
-52
EXAS icon
1108
Exact Sciences
EXAS
$19.3B
$237K ﹤0.01%
4,333
+1,399
GTES icon
1109
Gates Industrial
GTES
$5.66B
$237K ﹤0.01%
9,551
+282
ELF icon
1110
e.l.f. Beauty
ELF
$4.66B
$237K ﹤0.01%
1,786
-423
PXH icon
1111
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.73B
$236K ﹤0.01%
9,279
+1
QYLD icon
1112
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$236K ﹤0.01%
13,866
-6,178
CWK icon
1113
Cushman & Wakefield Ltd.
CWK
$3.55B
$236K ﹤0.01%
14,810
-8,529
IBDR icon
1114
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.59B
$236K ﹤0.01%
9,696
+5
NCLH icon
1115
Norwegian Cruise Line
NCLH
$9.8B
$234K ﹤0.01%
9,507
+3,165
MAC icon
1116
Macerich
MAC
$4.75B
$234K ﹤0.01%
12,858
+3,456
TOST icon
1117
Toast
TOST
$20.4B
$234K ﹤0.01%
6,408
-499
TD icon
1118
Toronto Dominion Bank
TD
$155B
$233K ﹤0.01%
2,912
+134
CXT icon
1119
Crane NXT
CXT
$2.86B
$233K ﹤0.01%
3,472
+206
IPG
1120
DELISTED
Interpublic Group of Companies
IPG
$232K ﹤0.01%
8,324
+2,795
IONQ icon
1121
IonQ
IONQ
$16.2B
$231K ﹤0.01%
3,763
+746
FTCS icon
1122
First Trust Capital Strength ETF
FTCS
$8.2B
$231K ﹤0.01%
2,471
+1,575
EWA icon
1123
iShares MSCI Australia ETF
EWA
$1.35B
$230K ﹤0.01%
8,500
IWC icon
1124
iShares Micro-Cap ETF
IWC
$1.09B
$229K ﹤0.01%
1,536
FLS icon
1125
Flowserve
FLS
$9.14B
$228K ﹤0.01%
4,299
+995
43 44
45
46 47