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
CUZ icon
1151
Cousins Properties
CUZ
$4.23B
$189K ﹤0.01%
6,297
+1,646
CLMT icon
1152
Calumet Specialty Products
CLMT
$1.7B
$189K ﹤0.01%
12,000
IGLB icon
1153
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.77B
$188K ﹤0.01%
3,747
-222
SNCY icon
1154
Sun Country Airlines
SNCY
$785M
$188K ﹤0.01%
15,979
+3,604
RIO icon
1155
Rio Tinto
RIO
$123B
$186K ﹤0.01%
3,196
-10,394
TFLO icon
1156
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$186K ﹤0.01%
3,676
+341
IAF
1157
abrdn Australia Equity Fund
IAF
$121M
$185K ﹤0.01%
+13,821
JNK icon
1158
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.61B
$185K ﹤0.01%
1,900
-113
RDN icon
1159
Radian Group
RDN
$4.9B
$184K ﹤0.01%
5,119
+91
OHI icon
1160
Omega Healthcare
OHI
$13.1B
$183K ﹤0.01%
5,004
-1,593
OCFC icon
1161
OceanFirst Financial
OCFC
$1.16B
$183K ﹤0.01%
10,386
+179
BBWI icon
1162
Bath & Body Works
BBWI
$4.02B
$183K ﹤0.01%
6,096
+1,213
IFF icon
1163
International Flavors & Fragrances
IFF
$16.5B
$182K ﹤0.01%
2,477
+291
SWX icon
1164
Southwest Gas
SWX
$5.89B
$181K ﹤0.01%
2,430
-361
XHB icon
1165
State Street SPDR S&P Homebuilders ETF
XHB
$1.72B
$180K ﹤0.01%
1,829
-1,807
DLS icon
1166
WisdomTree International SmallCap Dividend Fund
DLS
$999M
$180K ﹤0.01%
2,398
-134
DIHP icon
1167
Dimensional International High Profitability ETF
DIHP
$4.98B
$179K ﹤0.01%
6,055
ABG icon
1168
Asbury Automotive
ABG
$4.71B
$178K ﹤0.01%
748
+221
ALV icon
1169
Autoliv
ALV
$9.14B
$178K ﹤0.01%
1,594
PSIL icon
1170
AdvisorShares Psychedelics ETF
PSIL
$19.7M
$178K ﹤0.01%
12,874
+3,700
USPH icon
1171
US Physical Therapy
USPH
$1.19B
$178K ﹤0.01%
2,279
-40
CXT icon
1172
Crane NXT
CXT
$2.78B
$176K ﹤0.01%
3,266
-860
PJP icon
1173
Invesco Pharmaceuticals ETF
PJP
$315M
$176K ﹤0.01%
2,200
FXI icon
1174
iShares China Large-Cap ETF
FXI
$6.33B
$175K ﹤0.01%
4,772
+110
SMLV icon
1175
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$207M
$175K ﹤0.01%
1,400
45 46
47
48 49