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
ATGE icon
1326
Adtalem Global Education
ATGE
$3.61B
$117K ﹤0.01%
918
-90
BTI icon
1327
British American Tobacco
BTI
$124B
$116K ﹤0.01%
2,451
-41
ARQT icon
1328
Arcutis Biotherapeutics
ARQT
$3.4B
$116K ﹤0.01%
8,248
+141
YEXT icon
1329
Yext
YEXT
$1.04B
$115K ﹤0.01%
13,588
-6,193
IBN icon
1330
ICICI Bank
IBN
$106B
$115K ﹤0.01%
3,429
-249
IXN icon
1331
iShares Global Tech ETF
IXN
$6.39B
$115K ﹤0.01%
1,248
+149
LW icon
1332
Lamb Weston
LW
$8.27B
$114K ﹤0.01%
2,204
-513
BCO icon
1333
Brink's
BCO
$4.97B
$114K ﹤0.01%
1,274
-74
VAMO icon
1334
Cambria Value and Momentum ETF
VAMO
$73M
$113K ﹤0.01%
+3,753
XPH icon
1335
State Street SPDR S&P Pharmaceuticals ETF
XPH
$218M
$113K ﹤0.01%
2,780
WWD icon
1336
Woodward
WWD
$17.6B
$113K ﹤0.01%
459
-11
NAC icon
1337
Nuveen California Quality Municipal Income Fund
NAC
$1.73B
$112K ﹤0.01%
10,000
ARTY
1338
iShares Future AI & Tech ETF
ARTY
$1.91B
$111K ﹤0.01%
2,718
-30
KVUE icon
1339
Kenvue
KVUE
$32.8B
$111K ﹤0.01%
5,320
-898
SHV icon
1340
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$111K ﹤0.01%
1,002
-12
COCH icon
1341
Envoy Medical
COCH
$20.2M
$111K ﹤0.01%
77,887
EFAV icon
1342
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.14B
$110K ﹤0.01%
1,314
+292
SCHK icon
1343
Schwab 1000 Index ETF
SCHK
$4.78B
$110K ﹤0.01%
3,700
LNTH icon
1344
Lantheus
LNTH
$4.3B
$110K ﹤0.01%
1,341
-16
BNT
1345
Brookfield Wealth Solutions
BNT
$11.1B
$110K ﹤0.01%
2,664
-518
SNAP icon
1346
Snap
SNAP
$13.1B
$110K ﹤0.01%
12,625
-629
BILS icon
1347
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.87B
$109K ﹤0.01%
1,100
-272
INSP icon
1348
Inspire Medical Systems
INSP
$2.77B
$108K ﹤0.01%
835
-217
IOO icon
1349
iShares Global 100 ETF
IOO
$7.86B
$108K ﹤0.01%
1,001
-408
BHF icon
1350
Brighthouse Financial
BHF
$3.71B
$108K ﹤0.01%
2,006
-12
52 53
54
55 56