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
DSL
1401
DoubleLine Income Solutions Fund
DSL
$1.29B
$123K ﹤0.01%
10,034
+1
JAAA icon
1402
Janus Henderson AAA CLO ETF
JAAA
$24.8B
$123K ﹤0.01%
2,417
+2,200
UTF icon
1403
Cohen & Steers Infrastructure Fund
UTF
$2.34B
$123K ﹤0.01%
4,948
+53
FHN icon
1404
First Horizon
FHN
$11.7B
$123K ﹤0.01%
5,422
+2,411
PEGA icon
1405
Pegasystems
PEGA
$9.92B
$122K ﹤0.01%
2,126
+1,642
AVDL
1406
Avadel Pharmaceuticals
AVDL
$2.1B
$122K ﹤0.01%
+8,000
BNT
1407
Brookfield Wealth Solutions
BNT
$11.2B
$121K ﹤0.01%
2,660
-4
BNS icon
1408
Scotiabank
BNS
$90.2B
$121K ﹤0.01%
1,878
CM icon
1409
Canadian Imperial Bank of Commerce
CM
$86.1B
$121K ﹤0.01%
1,519
+89
FDHY icon
1410
Fidelity High Yield Factor ETF
FDHY
$454M
$121K ﹤0.01%
+2,461
ESTA icon
1411
Establishment Labs
ESTA
$2.09B
$121K ﹤0.01%
2,959
+85
CLH icon
1412
Clean Harbors
CLH
$12.9B
$121K ﹤0.01%
521
+4
XLG icon
1413
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$121K ﹤0.01%
2,095
+1,095
MOS icon
1414
The Mosaic Company
MOS
$7.97B
$120K ﹤0.01%
3,473
+254
IOO icon
1415
iShares Global 100 ETF
IOO
$7.94B
$120K ﹤0.01%
1,000
-1
NEA icon
1416
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
$120K ﹤0.01%
10,534
-3,351
DBA icon
1417
Invesco DB Agriculture Fund
DBA
$750M
$120K ﹤0.01%
4,477
BIV icon
1418
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$120K ﹤0.01%
1,531
+3
NFG icon
1419
National Fuel Gas
NFG
$7.45B
$119K ﹤0.01%
1,293
+72
MSM icon
1420
MSC Industrial Direct
MSM
$4.77B
$119K ﹤0.01%
1,291
+70
GH icon
1421
Guardant Health
GH
$13.5B
$119K ﹤0.01%
1,902
XAR icon
1422
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.5B
$118K ﹤0.01%
503
VSEC icon
1423
VSE Corp
VSEC
$3.98B
$118K ﹤0.01%
710
+131
CNR
1424
Core Natural Resources Inc
CNR
$4.35B
$118K ﹤0.01%
+1,413
TECH icon
1425
Bio-Techne
TECH
$9.09B
$118K ﹤0.01%
2,118
+712
55 56
57
58 59