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
BURL icon
1201
Burlington
BURL
$16.4B
$162K ﹤0.01%
697
-42
EL icon
1202
Estee Lauder
EL
$37.6B
$162K ﹤0.01%
2,005
-476
XLB icon
1203
State Street Materials Select Sector SPDR ETF
XLB
$5.21B
$161K ﹤0.01%
1,839
-1,606
BTCO icon
1204
Invesco Galaxy Bitcoin ETF
BTCO
$711M
$161K ﹤0.01%
1,500
KNF icon
1205
Knife River
KNF
$4.32B
$161K ﹤0.01%
1,972
+1,472
ACI icon
1206
Albertsons Companies
ACI
$9.6B
$161K ﹤0.01%
7,467
-2,814
EOI
1207
Eaton Vance Enhanced Equity Income Fund
EOI
$810M
$160K ﹤0.01%
7,650
GSK icon
1208
GSK
GSK
$98.4B
$160K ﹤0.01%
4,159
-1,910
ADMA icon
1209
ADMA Biologics
ADMA
$4.56B
$160K ﹤0.01%
8,765
-639
DUHP icon
1210
Dimensional US High Profitability ETF
DUHP
$10.2B
$159K ﹤0.01%
+4,460
KIM icon
1211
Kimco Realty
KIM
$13.6B
$159K ﹤0.01%
7,541
-306
KHC icon
1212
Kraft Heinz
KHC
$29.2B
$158K ﹤0.01%
6,136
-3,254
TAP icon
1213
Molson Coors Class B
TAP
$9.45B
$158K ﹤0.01%
3,291
+2,590
REVG icon
1214
REV Group
REVG
$2.93B
$157K ﹤0.01%
3,306
-1,083
STAG icon
1215
STAG Industrial
STAG
$6.94B
$157K ﹤0.01%
4,330
-4,574
BSY icon
1216
Bentley Systems
BSY
$12.2B
$157K ﹤0.01%
2,904
+1,619
VIS icon
1217
Vanguard Industrials ETF
VIS
$6.39B
$156K ﹤0.01%
558
-1,443
SWKS icon
1218
Skyworks Solutions
SWKS
$9.9B
$156K ﹤0.01%
2,096
-665
MDYG icon
1219
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
$156K ﹤0.01%
1,795
EXAS icon
1220
Exact Sciences
EXAS
$19.3B
$156K ﹤0.01%
2,934
-7
AVDV icon
1221
Avantis International Small Cap Value ETF
AVDV
$14.7B
$156K ﹤0.01%
1,964
+12
FMDE icon
1222
Fidelity Enhanced Mid Cap ETF
FMDE
$4.43B
$155K ﹤0.01%
4,500
+7
ICHR icon
1223
Ichor Holdings
ICHR
$604M
$155K ﹤0.01%
7,869
+5,057
AIVL icon
1224
WisdomTree US AI Enhanced Value Fund
AIVL
$383M
$154K ﹤0.01%
1,365
VGIT icon
1225
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$154K ﹤0.01%
2,580
+155
47 48
49
50 51