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
FIW icon
1401
First Trust Water ETF
FIW
$1.91B
$96.4K ﹤0.01%
893
+81
SM icon
1402
SM Energy
SM
$2.17B
$96.4K ﹤0.01%
3,900
-1,295
FAF icon
1403
First American
FAF
$6.47B
$96.1K ﹤0.01%
1,565
-48
RGLD icon
1404
Royal Gold
RGLD
$19.3B
$95.8K ﹤0.01%
539
+147
IYK icon
1405
iShares US Consumer Staples ETF
IYK
$1.18B
$95.8K ﹤0.01%
1,359
Z icon
1406
Zillow
Z
$16.4B
$95.5K ﹤0.01%
1,364
-14
IVT icon
1407
InvenTrust Properties
IVT
$2.21B
$95.3K ﹤0.01%
3,480
+5
RBLX icon
1408
Roblox
RBLX
$57.5B
$95.3K ﹤0.01%
906
-5
DOC icon
1409
Healthpeak Properties
DOC
$11.2B
$95.3K ﹤0.01%
5,442
-2,379
ZION icon
1410
Zions Bancorporation
ZION
$8.82B
$94.5K ﹤0.01%
1,819
-18,210
OSBC icon
1411
Old Second Bancorp
OSBC
$1.09B
$94.4K ﹤0.01%
5,320
ICLN icon
1412
iShares Global Clean Energy ETF
ICLN
$1.89B
$94.2K ﹤0.01%
7,186
-1,552
TSN icon
1413
Tyson Foods
TSN
$20.6B
$94.1K ﹤0.01%
1,683
-1,326
LMNR icon
1414
Limoneira
LMNR
$268M
$93.9K ﹤0.01%
+6,000
NTNX icon
1415
Nutanix
NTNX
$14B
$93.8K ﹤0.01%
1,227
-717
AVNT icon
1416
Avient
AVNT
$2.83B
$93.6K ﹤0.01%
2,897
-621
TWN
1417
Taiwan Fund
TWN
$353M
$93.4K ﹤0.01%
2,085
BCS icon
1418
Barclays
BCS
$87.1B
$93.4K ﹤0.01%
5,025
+19
PDN icon
1419
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$359M
$93.4K ﹤0.01%
2,399
-153
FCF icon
1420
First Commonwealth Financial
FCF
$1.79B
$93.1K ﹤0.01%
5,739
-2,639
IYC icon
1421
iShares US Consumer Discretionary ETF
IYC
$1.58B
$92.5K ﹤0.01%
928
-1,060
LITE icon
1422
Lumentum
LITE
$25.2B
$92.3K ﹤0.01%
971
+719
NYT icon
1423
New York Times
NYT
$11.5B
$92.1K ﹤0.01%
1,645
+171
SILA
1424
Sila Realty Trust
SILA
$1.3B
$92K ﹤0.01%
3,888
-2,262
CASY icon
1425
Casey's General Stores
CASY
$20.5B
$91.8K ﹤0.01%
180
-90
55 56
57
58 59