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
AUR icon
1151
Aurora
AUR
$8.15B
$215K ﹤0.01%
39,880
-21,021
SCHI icon
1152
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.64B
$215K ﹤0.01%
9,295
+8,471
KWEB icon
1153
KraneShares CSI China Internet ETF
KWEB
$8.76B
$214K ﹤0.01%
5,096
+796
GAM
1154
General American Investors Company
GAM
$1.37B
$214K ﹤0.01%
3,439
CNX icon
1155
CNX Resources
CNX
$5.19B
$213K ﹤0.01%
6,634
-70
HALO icon
1156
Halozyme
HALO
$7.38B
$212K ﹤0.01%
2,891
+329
PPA icon
1157
Invesco Aerospace & Defense ETF
PPA
$6.68B
$211K ﹤0.01%
1,359
+2
SURG icon
1158
SurgePays
SURG
$33.9M
$211K ﹤0.01%
+75,000
IEI icon
1159
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$209K ﹤0.01%
1,745
+1,293
SCHH icon
1160
Schwab US REIT ETF
SCHH
$8.53B
$208K ﹤0.01%
9,666
-344
BDC icon
1161
Belden
BDC
$4.81B
$208K ﹤0.01%
1,730
ARTY
1162
iShares Future AI & Tech ETF
ARTY
$1.94B
$208K ﹤0.01%
4,543
+1,825
EXPE icon
1163
Expedia Group
EXPE
$34.7B
$208K ﹤0.01%
973
+528
PI icon
1164
Impinj
PI
$4.52B
$208K ﹤0.01%
1,150
-700
STAG icon
1165
STAG Industrial
STAG
$7B
$206K ﹤0.01%
5,841
+1,511
BY icon
1166
Byline Bancorp
BY
$1.41B
$206K ﹤0.01%
7,412
-676
VNO icon
1167
Vornado Realty Trust
VNO
$6.69B
$205K ﹤0.01%
5,064
+10
IVLU icon
1168
iShares MSCI Intl Value Factor ETF
IVLU
$3.08B
$205K ﹤0.01%
5,777
+3,685
RIO icon
1169
Rio Tinto
RIO
$123B
$205K ﹤0.01%
3,103
-93
IJUL icon
1170
Innovator International Developed Power Buffer ETF July
IJUL
$235M
$205K ﹤0.01%
+6,264
MP icon
1171
MP Materials
MP
$9.6B
$204K ﹤0.01%
3,042
+286
SNY icon
1172
Sanofi
SNY
$115B
$204K ﹤0.01%
4,318
-455
PJP icon
1173
Invesco Pharmaceuticals ETF
PJP
$317M
$203K ﹤0.01%
2,200
EJUL icon
1174
Innovator Emerging Markets Power Buffer ETF July
EJUL
$136M
$203K ﹤0.01%
+7,028
STLD icon
1175
Steel Dynamics
STLD
$24.5B
$203K ﹤0.01%
1,456
-121
45 46
47
48 49