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
IBKR icon
1101
Interactive Brokers
IBKR
$28B
$215K ﹤0.01%
3,888
+4
CHYM
1102
Chime Financial
CHYM
$9.22B
$215K ﹤0.01%
+6,235
AMX icon
1103
America Movil
AMX
$64.3B
$215K ﹤0.01%
11,993
EBAY icon
1104
eBay
EBAY
$38.6B
$215K ﹤0.01%
2,884
-275
DFAX icon
1105
Dimensional World ex US Core Equity 2 ETF
DFAX
$10B
$215K ﹤0.01%
7,312
+90
GTES icon
1106
Gates Industrial
GTES
$5.66B
$213K ﹤0.01%
9,269
+885
PTC icon
1107
PTC
PTC
$21B
$213K ﹤0.01%
1,237
+9
SCHH icon
1108
Schwab US REIT ETF
SCHH
$8.56B
$212K ﹤0.01%
10,010
-1,968
ALLE icon
1109
Allegion
ALLE
$13.8B
$211K ﹤0.01%
1,467
+90
PSMT icon
1110
Pricesmart
PSMT
$3.97B
$211K ﹤0.01%
2,010
-221
CATH icon
1111
Global X S&P 500 Catholic Values ETF
CATH
$1.09B
$210K ﹤0.01%
2,786
IXUS icon
1112
iShares Core MSCI Total International Stock ETF
IXUS
$51.7B
$210K ﹤0.01%
2,718
+1,920
PSA icon
1113
Public Storage
PSA
$48.2B
$209K ﹤0.01%
713
-153
CNH
1114
CNH Industrial
CNH
$11.9B
$209K ﹤0.01%
16,106
-1
MTZ icon
1115
MasTec
MTZ
$17.4B
$208K ﹤0.01%
1,221
-3
SCHC icon
1116
Schwab International Small-Cap Equity ETF
SCHC
$4.86B
$208K ﹤0.01%
4,880
-69
ARCB icon
1117
ArcBest
ARCB
$1.72B
$207K ﹤0.01%
2,687
+882
ARM icon
1118
Arm
ARM
$132B
$207K ﹤0.01%
1,279
+1,000
USIG icon
1119
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$206K ﹤0.01%
4,009
+156
DES icon
1120
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
$206K ﹤0.01%
6,485
+788
PI icon
1121
Impinj
PI
$4.38B
$205K ﹤0.01%
1,850
+850
IRT icon
1122
Independence Realty Trust
IRT
$4.05B
$205K ﹤0.01%
11,590
+129
RIVN icon
1123
Rivian
RIVN
$22.9B
$205K ﹤0.01%
14,903
+513
TD icon
1124
Toronto Dominion Bank
TD
$154B
$204K ﹤0.01%
2,778
-7,064
OLO
1125
DELISTED
Olo Inc
OLO
$204K ﹤0.01%
+22,875
43 44
45
46 47