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
JBSS icon
1301
John B. Sanfilippo & Son
JBSS
$886M
$126K ﹤0.01%
2,000
JXN icon
1302
Jackson Financial
JXN
$7.3B
$126K ﹤0.01%
1,424
+41
DFE icon
1303
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$126K ﹤0.01%
1,800
WAT icon
1304
Waters Corp
WAT
$22.4B
$125K ﹤0.01%
358
-2
UDR icon
1305
UDR
UDR
$11.9B
$124K ﹤0.01%
3,031
-1,067
UTHR icon
1306
United Therapeutics
UTHR
$21.8B
$123K ﹤0.01%
429
-213
LUCK
1307
Lucky Strike Entertainment
LUCK
$1.26B
$123K ﹤0.01%
13,500
WNS
1308
DELISTED
WNS Holdings
WNS
$123K ﹤0.01%
1,945
+1,901
IHF icon
1309
iShares US Healthcare Providers ETF
IHF
$753M
$123K ﹤0.01%
2,525
+25
DSL
1310
DoubleLine Income Solutions Fund
DSL
$1.28B
$123K ﹤0.01%
10,033
+1
ESTA icon
1311
Establishment Labs
ESTA
$2.02B
$123K ﹤0.01%
2,874
+9
TY icon
1312
TRI-Continental Corp
TY
$1.68B
$123K ﹤0.01%
3,876
-972
MOG.A icon
1313
Moog Inc Class A
MOG.A
$7.75B
$123K ﹤0.01%
677
+9
CMC icon
1314
Commercial Metals
CMC
$7.73B
$122K ﹤0.01%
2,499
-13
GNRC icon
1315
Generac Holdings
GNRC
$8.04B
$122K ﹤0.01%
850
-296
MTG icon
1316
MGIC Investment
MTG
$6.68B
$121K ﹤0.01%
4,350
+1,172
PBF icon
1317
PBF Energy
PBF
$3.01B
$121K ﹤0.01%
5,567
+5,067
IGM icon
1318
iShares Expanded Tech Sector ETF
IGM
$8.7B
$120K ﹤0.01%
1,068
CLH icon
1319
Clean Harbors
CLH
$12.8B
$120K ﹤0.01%
517
-3
BJ icon
1320
BJs Wholesale Club
BJ
$12.4B
$119K ﹤0.01%
1,108
+452
BIV icon
1321
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$118K ﹤0.01%
1,528
-1,599
OKLO
1322
Oklo
OKLO
$12.1B
$118K ﹤0.01%
2,099
-60,423
MOS icon
1323
The Mosaic Company
MOS
$7.61B
$117K ﹤0.01%
3,219
+153
SPTM icon
1324
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$117K ﹤0.01%
1,566
DBA icon
1325
Invesco DB Agriculture Fund
DBA
$744M
$117K ﹤0.01%
4,477
51 52
53
54 55