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
PARA
1276
DELISTED
Paramount Global Class B
PARA
$134K ﹤0.01%
10,421
+843
RL icon
1277
Ralph Lauren
RL
$22.5B
$134K ﹤0.01%
488
-119
HALO icon
1278
Halozyme
HALO
$7.65B
$133K ﹤0.01%
2,562
-1,484
BDJ icon
1279
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.65B
$133K ﹤0.01%
14,944
+83
AWRE icon
1280
Aware
AWRE
$44.9M
$132K ﹤0.01%
70,000
UTF icon
1281
Cohen & Steers Infrastructure Fund
UTF
$2.34B
$132K ﹤0.01%
4,895
+2,406
SBLK icon
1282
Star Bulk Carriers
SBLK
$2.05B
$131K ﹤0.01%
7,600
-100
RCAT icon
1283
Red Cat Holdings
RCAT
$859M
$131K ﹤0.01%
18,000
VTES icon
1284
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.53B
$131K ﹤0.01%
1,298
+1,098
OLLI icon
1285
Ollie's Bargain Outlet
OLLI
$6.66B
$131K ﹤0.01%
992
-306
IXC icon
1286
iShares Global Energy ETF
IXC
$1.82B
$131K ﹤0.01%
3,323
-638
IONQ icon
1287
IonQ
IONQ
$16.5B
$130K ﹤0.01%
3,017
+2,342
VPU icon
1288
Vanguard Utilities ETF
VPU
$7.81B
$129K ﹤0.01%
733
-599
HXL icon
1289
Hexcel
HXL
$5.86B
$129K ﹤0.01%
2,290
-207
NCLH icon
1290
Norwegian Cruise Line
NCLH
$9.86B
$129K ﹤0.01%
6,342
+1,278
EWC icon
1291
iShares MSCI Canada ETF
EWC
$3.58B
$128K ﹤0.01%
2,768
+63
EPR icon
1292
EPR Properties
EPR
$3.8B
$128K ﹤0.01%
2,191
-3,405
AAL icon
1293
American Airlines Group
AAL
$10.2B
$128K ﹤0.01%
11,372
-2,648
TYG
1294
Tortoise Energy Infrastructure Corp
TYG
$869M
$128K ﹤0.01%
2,905
-2
KMPR icon
1295
Kemper
KMPR
$2.37B
$127K ﹤0.01%
1,974
-22
KBDC
1296
Kayne Anderson BDC
KBDC
$1.06B
$127K ﹤0.01%
8,346
+2,782
TDTT icon
1297
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.54B
$127K ﹤0.01%
5,251
-475
EMXC icon
1298
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.9B
$127K ﹤0.01%
2,015
-417
ILCB icon
1299
iShares Morningstar US Equity ETF
ILCB
$1.16B
$127K ﹤0.01%
1,480
VMBS icon
1300
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$127K ﹤0.01%
2,734
-2,012
50 51
52
53 54