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
EIS icon
1176
iShares MSCI Israel ETF
EIS
$566M
$175K ﹤0.01%
1,840
BG icon
1177
Bunge Global
BG
$17.8B
$174K ﹤0.01%
2,169
+695
EEFT icon
1178
Euronet Worldwide
EEFT
$3.22B
$174K ﹤0.01%
1,716
-181
FLS icon
1179
Flowserve
FLS
$8.95B
$173K ﹤0.01%
3,304
+32
WU icon
1180
Western Union
WU
$3.05B
$173K ﹤0.01%
20,540
-658
PEO
1181
Adams Natural Resources Fund
PEO
$567M
$173K ﹤0.01%
+8,091
DFEM icon
1182
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.69B
$171K ﹤0.01%
5,769
CACC icon
1183
Credit Acceptance
CACC
$5.02B
$171K ﹤0.01%
335
-3
OSIS icon
1184
OSI Systems
OSIS
$4.46B
$170K ﹤0.01%
758
+26
HES
1185
DELISTED
Hess
HES
$170K ﹤0.01%
1,228
-46
JEPQ icon
1186
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$169K ﹤0.01%
3,115
+1,473
COLB icon
1187
Columbia Banking Systems
COLB
$8.65B
$169K ﹤0.01%
7,248
+243
NEOG icon
1188
Neogen
NEOG
$1.53B
$169K ﹤0.01%
35,390
-1,510
ROKU icon
1189
Roku
ROKU
$16.4B
$169K ﹤0.01%
1,923
-311
RYAN icon
1190
Ryan Specialty Holdings
RYAN
$6.83B
$169K ﹤0.01%
2,482
-4,975
MAIN icon
1191
Main Street Capital
MAIN
$5.42B
$168K ﹤0.01%
2,847
LLYVK icon
1192
Liberty Live Group Series C
LLYVK
$7.79B
$168K ﹤0.01%
2,068
-14
USRT icon
1193
iShares Core US REIT ETF
USRT
$3.22B
$168K ﹤0.01%
2,963
+207
TRUP icon
1194
Trupanion
TRUP
$1.57B
$167K ﹤0.01%
3,017
BMO icon
1195
Bank of Montreal
BMO
$92.5B
$166K ﹤0.01%
1,499
-9,126
PLUS icon
1196
ePlus
PLUS
$2.45B
$166K ﹤0.01%
2,299
+2,147
IDCC icon
1197
InterDigital
IDCC
$8.96B
$165K ﹤0.01%
738
-96
CFG icon
1198
Citizens Financial Group
CFG
$25B
$163K ﹤0.01%
3,651
+230
INO icon
1199
Inovio Pharmaceuticals
INO
$159M
$163K ﹤0.01%
80,000
+40,000
TSPA icon
1200
T. Rowe Price US Equity Research ETF
TSPA
$2.11B
$162K ﹤0.01%
+4,172
46 47
48
49 50