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
RITM icon
1326
Rithm Capital
RITM
$6.2B
$143K ﹤0.01%
12,527
+3,307
GLIBK
1327
GCI Liberty Inc Series C
GLIBK
$1.01B
$142K ﹤0.01%
+3,811
CGGO icon
1328
Capital Group Global Growth Equity ETF
CGGO
$7.96B
$142K ﹤0.01%
+4,155
KBH icon
1329
KB Home
KBH
$4.21B
$142K ﹤0.01%
2,228
+977
CG icon
1330
Carlyle Group
CG
$20.8B
$141K ﹤0.01%
2,254
+1,054
EFAV icon
1331
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.21B
$141K ﹤0.01%
1,665
+351
SGDM icon
1332
Sprott Gold Miners ETF
SGDM
$656M
$141K ﹤0.01%
2,278
+1,300
QTUM icon
1333
Defiance Quantum ETF
QTUM
$3.11B
$141K ﹤0.01%
1,342
+687
ZBRA icon
1334
Zebra Technologies
ZBRA
$13.6B
$140K ﹤0.01%
472
-228
DORM icon
1335
Dorman Products
DORM
$3.91B
$140K ﹤0.01%
898
+393
XYLD icon
1336
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$140K ﹤0.01%
3,556
-4,299
PCG icon
1337
PG&E
PCG
$33.5B
$139K ﹤0.01%
9,250
-792,571
FOXA icon
1338
Fox Class A
FOXA
$31.7B
$139K ﹤0.01%
2,208
+422
FREL icon
1339
Fidelity MSCI Real Estate Index ETF
FREL
$1.08B
$139K ﹤0.01%
+5,000
IXC icon
1340
iShares Global Energy ETF
IXC
$1.89B
$139K ﹤0.01%
3,323
MODG icon
1341
Topgolf Callaway Brands
MODG
$2.14B
$139K ﹤0.01%
14,602
-15,000
UP icon
1342
Wheels Up
UP
$488M
$138K ﹤0.01%
75,025
GSBD icon
1343
Goldman Sachs BDC
GSBD
$1.12B
$138K ﹤0.01%
13,566
FELC icon
1344
Fidelity Enhanced Large Cap Core ETF
FELC
$5.89B
$138K ﹤0.01%
3,696
+884
ENVX icon
1345
Enovix
ENVX
$1.73B
$138K ﹤0.01%
13,817
-27,058
SHOC icon
1346
Strive US Semiconductor ETF
SHOC
$137M
$137K ﹤0.01%
2,200
+2,177
RDN icon
1347
Radian Group
RDN
$4.9B
$137K ﹤0.01%
3,790
-1,329
MRCY icon
1348
Mercury Systems
MRCY
$4.48B
$137K ﹤0.01%
1,772
-20
BCS icon
1349
Barclays
BCS
$84.4B
$137K ﹤0.01%
6,616
+1,591
EMXC icon
1350
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$136K ﹤0.01%
2,015
52 53
54
55 56