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
RCAT icon
1126
Red Cat Holdings
RCAT
$960M
$228K ﹤0.01%
22,000
+4,000
ITT icon
1127
ITT
ITT
$15B
$227K ﹤0.01%
1,269
+398
SDOG icon
1128
ALPS Sector Dividend Dogs ETF
SDOG
$1.27B
$226K ﹤0.01%
3,760
CHDN icon
1129
Churchill Downs
CHDN
$8.14B
$226K ﹤0.01%
2,332
+4
GSK icon
1130
GSK
GSK
$98.5B
$226K ﹤0.01%
5,234
+1,075
CATH icon
1131
Global X S&P 500 Catholic Values ETF
CATH
$1.09B
$226K ﹤0.01%
2,786
FELV icon
1132
Fidelity Enhanced Large Cap Value ETF
FELV
$2.54B
$226K ﹤0.01%
6,734
-2,525
FXI icon
1133
iShares China Large-Cap ETF
FXI
$6.52B
$226K ﹤0.01%
5,482
+710
ALLE icon
1134
Allegion
ALLE
$13.8B
$225K ﹤0.01%
1,266
-201
CNP icon
1135
CenterPoint Energy
CNP
$24.7B
$224K ﹤0.01%
5,784
+1,686
WEN icon
1136
Wendy's
WEN
$1.64B
$223K ﹤0.01%
24,394
+2,205
PSA icon
1137
Public Storage
PSA
$48.2B
$223K ﹤0.01%
773
+60
KEY icon
1138
KeyCorp
KEY
$22.6B
$223K ﹤0.01%
11,921
-995
TRC icon
1139
Tejon Ranch
TRC
$443M
$223K ﹤0.01%
13,924
+72
ACWV icon
1140
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.35B
$221K ﹤0.01%
1,842
+1,161
EFG icon
1141
iShares MSCI EAFE Growth ETF
EFG
$9.41B
$220K ﹤0.01%
1,930
+600
CLMT icon
1142
Calumet Specialty Products
CLMT
$1.77B
$219K ﹤0.01%
12,000
VIS icon
1143
Vanguard Industrials ETF
VIS
$6.43B
$219K ﹤0.01%
738
+180
DES icon
1144
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
$218K ﹤0.01%
6,485
ING icon
1145
ING
ING
$79B
$218K ﹤0.01%
8,373
+1,865
OLED icon
1146
Universal Display
OLED
$5.62B
$218K ﹤0.01%
1,518
-108
KNF icon
1147
Knife River
KNF
$4.38B
$218K ﹤0.01%
2,835
+863
INDB icon
1148
Independent Bank
INDB
$3.8B
$218K ﹤0.01%
3,150
-325
NAMS icon
1149
NewAmsterdam Pharma
NAMS
$4.22B
$217K ﹤0.01%
7,640
HSIC icon
1150
Henry Schein
HSIC
$9.01B
$216K ﹤0.01%
3,260
+1,812
44 45
46
47 48