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
UEC icon
1301
Uranium Energy
UEC
$6.25B
$152K ﹤0.01%
11,357
+9,957
TLTD icon
1302
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$589M
$151K ﹤0.01%
1,706
VIGI icon
1303
Vanguard International Dividend Appreciation ETF
VIGI
$8.98B
$150K ﹤0.01%
1,677
+1,418
IXN icon
1304
iShares Global Tech ETF
IXN
$6.51B
$150K ﹤0.01%
1,449
+201
XLB icon
1305
State Street Materials Select Sector SPDR ETF
XLB
$5.22B
$149K ﹤0.01%
1,665
-174
CIVI icon
1306
Civitas Resources
CIVI
$2.5B
$149K ﹤0.01%
4,588
-2,569
NYT icon
1307
New York Times
NYT
$11B
$149K ﹤0.01%
2,595
+950
EEFT icon
1308
Euronet Worldwide
EEFT
$3.3B
$148K ﹤0.01%
1,686
-30
VGIT icon
1309
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
$148K ﹤0.01%
2,466
-114
WHR icon
1310
Whirlpool
WHR
$4.36B
$148K ﹤0.01%
1,882
-114
FWONA icon
1311
Liberty Media Series A
FWONA
$21.6B
$148K ﹤0.01%
1,550
+478
MGY icon
1312
Magnolia Oil & Gas
MGY
$4.17B
$147K ﹤0.01%
6,174
+173
HBM icon
1313
Hudbay
HBM
$7.4B
$147K ﹤0.01%
9,714
+2,215
EWBC icon
1314
East-West Bancorp
EWBC
$15.6B
$147K ﹤0.01%
1,378
+471
BURL icon
1315
Burlington
BURL
$16.7B
$147K ﹤0.01%
576
-121
CGC
1316
Canopy Growth
CGC
$595M
$146K ﹤0.01%
100,032
+99,753
FDIS icon
1317
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.97B
$146K ﹤0.01%
1,417
+1,294
IGM icon
1318
iShares Expanded Tech Sector ETF
IGM
$8.86B
$146K ﹤0.01%
1,157
+89
CR icon
1319
Crane Co
CR
$11B
$145K ﹤0.01%
790
-20
PDD icon
1320
Pinduoduo
PDD
$159B
$144K ﹤0.01%
1,092
-244
AEIS icon
1321
Advanced Energy
AEIS
$8.12B
$144K ﹤0.01%
848
+847
RSPS icon
1322
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$238M
$144K ﹤0.01%
4,935
+1,435
IFF icon
1323
International Flavors & Fragrances
IFF
$16.2B
$144K ﹤0.01%
2,340
-137
RELX icon
1324
RELX
RELX
$73.4B
$144K ﹤0.01%
3,015
+1,446
PPLT icon
1325
abrdn Physical Platinum Shares ETF
PPLT
$2.33B
$143K ﹤0.01%
1,000
+300
51 52
53
54 55