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
GDLC
1426
Grayscale CoinDesk Crypto 5 ETF
GDLC
$526M
$117K ﹤0.01%
+2,096
SPTM icon
1427
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$117K ﹤0.01%
1,449
-117
ONDS icon
1428
Ondas Holdings
ONDS
$2.86B
$117K ﹤0.01%
+15,127
MAGS icon
1429
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.05B
$117K ﹤0.01%
1,800
+700
WWD icon
1430
Woodward
WWD
$17.9B
$117K ﹤0.01%
461
+2
STWD icon
1431
Starwood Property Trust
STWD
$6.85B
$115K ﹤0.01%
5,943
+613
TAP icon
1432
Molson Coors Class B
TAP
$9.42B
$115K ﹤0.01%
2,544
-747
NAC icon
1433
Nuveen California Quality Municipal Income Fund
NAC
$1.73B
$115K ﹤0.01%
10,000
PFGC icon
1434
Performance Food Group
PFGC
$14.8B
$115K ﹤0.01%
1,104
-17
PDN icon
1435
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$358M
$115K ﹤0.01%
2,793
+394
RYAN icon
1436
Ryan Specialty Holdings
RYAN
$6.98B
$115K ﹤0.01%
2,034
-448
CRH icon
1437
CRH
CRH
$85.2B
$114K ﹤0.01%
953
+254
RAMP icon
1438
LiveRamp
RAMP
$1.86B
$114K ﹤0.01%
4,192
+109
IGRO icon
1439
iShares International Dividend Growth ETF
IGRO
$1.11B
$114K ﹤0.01%
+1,425
AN icon
1440
AutoNation
AN
$7.53B
$114K ﹤0.01%
519
+61
TWN
1441
Taiwan Fund
TWN
$356M
$113K ﹤0.01%
2,085
PAAS icon
1442
Pan American Silver
PAAS
$20.8B
$113K ﹤0.01%
+2,909
GLPI icon
1443
Gaming and Leisure Properties
GLPI
$12.5B
$113K ﹤0.01%
2,416
+1,417
KNX icon
1444
Knight Transportation
KNX
$8.64B
$112K ﹤0.01%
2,839
+2,121
ROCK icon
1445
Gibraltar Industries
ROCK
$1.5B
$112K ﹤0.01%
1,782
+53
KBDC
1446
Kayne Anderson BDC
KBDC
$1.05B
$111K ﹤0.01%
8,346
NAIL icon
1447
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$609M
$110K ﹤0.01%
+1,500
FVD icon
1448
First Trust Value Line Dividend Fund
FVD
$8.5B
$110K ﹤0.01%
2,377
-2,900
BILS icon
1449
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$109K ﹤0.01%
1,100
SJNK icon
1450
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.32B
$109K ﹤0.01%
4,276
+1,259
56 57
58
59 60