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
RL icon
1251
Ralph Lauren
RL
$22.6B
$169K ﹤0.01%
540
+52
GNRC icon
1252
Generac Holdings
GNRC
$9.29B
$169K ﹤0.01%
1,010
+160
DUHP icon
1253
Dimensional US High Profitability ETF
DUHP
$10.2B
$168K ﹤0.01%
4,460
SWKS icon
1254
Skyworks Solutions
SWKS
$10B
$168K ﹤0.01%
2,184
+88
EVLV icon
1255
Evolv Technologies
EVLV
$1.22B
$168K ﹤0.01%
22,233
PLUS icon
1256
ePlus
PLUS
$2.44B
$168K ﹤0.01%
2,363
+64
BWA icon
1257
BorgWarner
BWA
$9.6B
$168K ﹤0.01%
3,811
+1,585
VNT icon
1258
Vontier
VNT
$5.4B
$167K ﹤0.01%
3,979
+1,498
AXS icon
1259
AXIS Capital
AXS
$8.12B
$167K ﹤0.01%
1,742
-565
AGI icon
1260
Alamos Gold
AGI
$15.8B
$167K ﹤0.01%
4,781
+2,307
XMLV icon
1261
Invesco S&P MidCap Low Volatility ETF
XMLV
$762M
$167K ﹤0.01%
2,620
-970
BIIB icon
1262
Biogen
BIIB
$25.6B
$167K ﹤0.01%
1,189
+89
LBRDA icon
1263
Liberty Broadband Class A
LBRDA
$6.95B
$166K ﹤0.01%
2,621
+547
ROKU icon
1264
Roku
ROKU
$16.2B
$166K ﹤0.01%
1,656
-267
TXT icon
1265
Textron
TXT
$15.4B
$166K ﹤0.01%
1,960
+868
TYG
1266
Tortoise Energy Infrastructure Corp
TYG
$878M
$165K ﹤0.01%
3,826
+921
SPXC icon
1267
SPX Corp
SPXC
$11B
$164K ﹤0.01%
879
+697
WU icon
1268
Western Union
WU
$3.05B
$164K ﹤0.01%
20,540
NWSA icon
1269
News Corp Class A
NWSA
$14.6B
$163K ﹤0.01%
5,307
+3,212
FMDE icon
1270
Fidelity Enhanced Mid Cap ETF
FMDE
$4.46B
$163K ﹤0.01%
4,508
+8
HAL icon
1271
Halliburton
HAL
$23.8B
$162K ﹤0.01%
6,588
-43
CTSO icon
1272
Cytosorbents Corp
CTSO
$39.6M
$161K ﹤0.01%
172,649
PK icon
1273
Park Hotels & Resorts
PK
$2.18B
$161K ﹤0.01%
14,553
+5,856
SOXX icon
1274
iShares Semiconductor ETF
SOXX
$16.8B
$161K ﹤0.01%
593
-43
EOI
1275
Eaton Vance Enhanced Equity Income Fund
EOI
$813M
$161K ﹤0.01%
7,650
49 50
51
52 53