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
CR icon
1226
Crane Co
CR
$10.8B
$154K ﹤0.01%
810
-235
DFAS icon
1227
Dimensional US Small Cap ETF
DFAS
$12.2B
$153K ﹤0.01%
2,409
-728
OC icon
1228
Owens Corning
OC
$9.35B
$153K ﹤0.01%
1,114
-3,755
GSBD icon
1229
Goldman Sachs BDC
GSBD
$1.12B
$153K ﹤0.01%
13,566
MAC icon
1230
Macerich
MAC
$4.69B
$152K ﹤0.01%
9,402
+3,416
SOXX icon
1231
iShares Semiconductor ETF
SOXX
$16.6B
$152K ﹤0.01%
636
+38
NEA icon
1232
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
$152K ﹤0.01%
13,885
-1,015
SHYG icon
1233
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
$151K ﹤0.01%
3,504
+1,061
SCMB icon
1234
Schwab Municipal Bond ETF
SCMB
$2.61B
$151K ﹤0.01%
6,000
CNP icon
1235
CenterPoint Energy
CNP
$24.8B
$151K ﹤0.01%
4,098
-52
AES icon
1236
AES
AES
$9.7B
$150K ﹤0.01%
14,249
-549
HEFA icon
1237
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.69B
$149K ﹤0.01%
3,937
SLDB icon
1238
Solid Biosciences
SLDB
$453M
$149K ﹤0.01%
30,600
EFG icon
1239
iShares MSCI EAFE Growth ETF
EFG
$9.27B
$149K ﹤0.01%
1,330
-13
DBEU icon
1240
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$663M
$149K ﹤0.01%
3,369
BFAM icon
1241
Bright Horizons
BFAM
$5.89B
$148K ﹤0.01%
1,196
-123
KWEB icon
1242
KraneShares CSI China Internet ETF
KWEB
$8.7B
$148K ﹤0.01%
4,300
-35
BFH icon
1243
Bread Financial
BFH
$3.46B
$147K ﹤0.01%
2,581
-5
AGNC icon
1244
AGNC Investment
AGNC
$11.1B
$146K ﹤0.01%
15,848
-5,997
MUFG icon
1245
Mitsubishi UFJ Financial
MUFG
$179B
$145K ﹤0.01%
10,565
+6,198
CRSP icon
1246
CRISPR Therapeutics
CRSP
$5.33B
$145K ﹤0.01%
2,974
+979
ABCB icon
1247
Ameris Bancorp
ABCB
$5.31B
$144K ﹤0.01%
2,221
PENN icon
1248
PENN Entertainment
PENN
$1.89B
$143K ﹤0.01%
8,016
+32
NGG icon
1249
National Grid
NGG
$75.2B
$143K ﹤0.01%
1,920
-4,921
ORN icon
1250
Orion Group Holdings
ORN
$427M
$143K ﹤0.01%
15,750
48 49
50
51 52