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
LBRDA icon
1126
Liberty Broadband Class A
LBRDA
$6.87B
$203K ﹤0.01%
2,074
-382
WHR icon
1127
Whirlpool
WHR
$4.36B
$202K ﹤0.01%
1,996
-523
KRG icon
1128
Kite Realty
KRG
$5.11B
$202K ﹤0.01%
8,918
+153
STLD icon
1129
Steel Dynamics
STLD
$24.7B
$202K ﹤0.01%
1,577
+105
BDC icon
1130
Belden
BDC
$4.81B
$200K ﹤0.01%
1,730
+1
DSGX icon
1131
Descartes Systems
DSGX
$7.8B
$200K ﹤0.01%
1,971
-750
DLY
1132
DoubleLine Yield Opportunities Fund
DLY
$710M
$200K ﹤0.01%
12,815
+3,356
VTRS icon
1133
Viatris
VTRS
$13.4B
$199K ﹤0.01%
22,246
-326
ENSG icon
1134
The Ensign Group
ENSG
$10.2B
$199K ﹤0.01%
1,287
-8
DSTL icon
1135
Distillate US Fundamental Stability & Value ETF
DSTL
$1.86B
$198K ﹤0.01%
3,583
-4,699
CIVI icon
1136
Civitas Resources
CIVI
$2.5B
$197K ﹤0.01%
7,157
+4,330
IWC icon
1137
iShares Micro-Cap ETF
IWC
$1.08B
$196K ﹤0.01%
1,536
HTZWW
1138
Hertz Global Holdings Warrants
HTZWW
$238M
$195K ﹤0.01%
+53,226
BGRN icon
1139
iShares USD Green Bond ETF
BGRN
$439M
$194K ﹤0.01%
4,070
DISV icon
1140
Dimensional International Small Cap Value ETF
DISV
$3.96B
$193K ﹤0.01%
+5,873
VNO icon
1141
Vornado Realty Trust
VNO
$6.79B
$193K ﹤0.01%
5,054
+4
GAM
1142
General American Investors Company
GAM
$1.36B
$193K ﹤0.01%
3,439
PFFD icon
1143
Global X US Preferred ETF
PFFD
$2.24B
$192K ﹤0.01%
10,222
+3,712
PPA icon
1144
Invesco Aerospace & Defense ETF
PPA
$6.68B
$192K ﹤0.01%
1,357
+803
IIM icon
1145
Invesco Value Municipal Income Trust
IIM
$585M
$192K ﹤0.01%
+16,508
NPO icon
1146
Enpro
NPO
$4.61B
$192K ﹤0.01%
1,002
+13
SWK icon
1147
Stanley Black & Decker
SWK
$11.7B
$192K ﹤0.01%
2,828
+217
HRB icon
1148
H&R Block
HRB
$5.48B
$191K ﹤0.01%
3,487
+84
FNV icon
1149
Franco-Nevada
FNV
$41.5B
$190K ﹤0.01%
1,159
WPC icon
1150
W.P. Carey
WPC
$14.2B
$189K ﹤0.01%
3,034
+38
44 45
46
47 48