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
EVR icon
1351
Evercore
EVR
$13.1B
$108K ﹤0.01%
399
+22
STWD icon
1352
Starwood Property Trust
STWD
$6.83B
$107K ﹤0.01%
5,330
+5
RS icon
1353
Reliance Steel & Aluminium
RS
$15.5B
$107K ﹤0.01%
340
-30
CYTK icon
1354
Cytokinetics
CYTK
$7.6B
$106K ﹤0.01%
3,223
+1,515
HRMY icon
1355
Harmony Biosciences
HRMY
$2.16B
$106K ﹤0.01%
3,368
+58
GPI icon
1356
Group 1 Automotive
GPI
$4.85B
$106K ﹤0.01%
243
+200
XAR icon
1357
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.47B
$106K ﹤0.01%
503
+39
SKY icon
1358
Champion Homes
SKY
$4.85B
$106K ﹤0.01%
1,691
-18
HIMS icon
1359
Hims & Hers Health
HIMS
$7.92B
$106K ﹤0.01%
2,122
+525
HSIC icon
1360
Henry Schein
HSIC
$9.07B
$106K ﹤0.01%
1,448
-894
SPB icon
1361
Spectrum Brands
SPB
$1.41B
$106K ﹤0.01%
1,991
-29
RSPS icon
1362
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$238M
$105K ﹤0.01%
3,500
NDMO icon
1363
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$596M
$105K ﹤0.01%
10,379
+7,179
NMAX
1364
Newsmax Inc
NMAX
$1.17B
$104K ﹤0.01%
+6,883
RITM icon
1365
Rithm Capital
RITM
$6.22B
$104K ﹤0.01%
9,220
-6,389
MSM icon
1366
MSC Industrial Direct
MSM
$4.81B
$104K ﹤0.01%
1,221
-120
BNS icon
1367
Scotiabank
BNS
$89.1B
$104K ﹤0.01%
1,878
+11
QMCO icon
1368
Quantum Corp
QMCO
$99.5M
$104K ﹤0.01%
+10,404
OGN icon
1369
Organon & Co
OGN
$1.78B
$104K ﹤0.01%
10,704
+202
BL icon
1370
BlackLine
BL
$3.44B
$104K ﹤0.01%
1,828
-173
HEI.A icon
1371
HEICO Corp Class A
HEI.A
$33.5B
$104K ﹤0.01%
400
+33
NFG icon
1372
National Fuel Gas
NFG
$7.44B
$103K ﹤0.01%
1,221
+133
CPB icon
1373
Campbell Soup
CPB
$8.55B
$103K ﹤0.01%
3,372
-1,663
NVEE
1374
DELISTED
NV5 Global
NVEE
$102K ﹤0.01%
4,433
-5,505
CGUS icon
1375
Capital Group Core Equity ETF
CGUS
$8B
$102K ﹤0.01%
2,770
53 54
55
56 57