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
MP icon
1426
MP Materials
MP
$9.45B
$91.7K ﹤0.01%
2,756
-3,108
EWBC icon
1427
East-West Bancorp
EWBC
$15.8B
$91.6K ﹤0.01%
907
-225
VNT icon
1428
Vontier
VNT
$5.47B
$91.5K ﹤0.01%
2,481
-23
CPRX icon
1429
Catalyst Pharmaceutical
CPRX
$2.97B
$91.1K ﹤0.01%
4,197
-7
VFC icon
1430
VF Corp
VFC
$7.17B
$91K ﹤0.01%
7,748
+1,338
AN icon
1431
AutoNation
AN
$7.46B
$91K ﹤0.01%
458
-44
JMEE icon
1432
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.12B
$90.9K ﹤0.01%
1,535
DSU icon
1433
BlackRock Debt Strategies Fund
DSU
$638M
$90.8K ﹤0.01%
8,599
ICOW icon
1434
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.42B
$90.7K ﹤0.01%
2,665
FLCB icon
1435
Franklin US Core Bond ETF
FLCB
$2.77B
$90.7K ﹤0.01%
+4,214
APLD icon
1436
Applied Digital
APLD
$7.37B
$90.4K ﹤0.01%
8,974
+8,692
NFRA icon
1437
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.87B
$90.3K ﹤0.01%
1,459
FLQM icon
1438
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.77B
$89.1K ﹤0.01%
1,640
PK icon
1439
Park Hotels & Resorts
PK
$2.16B
$89K ﹤0.01%
8,697
-2,080
NTST
1440
NETSTREIT Corp
NTST
$1.44B
$88.8K ﹤0.01%
+5,248
SMR icon
1441
NuScale Power
SMR
$4.58B
$88.4K ﹤0.01%
2,235
-28,332
CIGI icon
1442
Colliers International
CIGI
$7.43B
$88.4K ﹤0.01%
677
-543
KYN icon
1443
Kayne Anderson Energy Infrastructure Fund
KYN
$2B
$88.2K ﹤0.01%
6,930
+360
PPL icon
1444
PPL Corp
PPL
$25.7B
$88.1K ﹤0.01%
2,600
-644
SIRI icon
1445
SiriusXM
SIRI
$7.03B
$88.1K ﹤0.01%
3,836
-5,346
UBS icon
1446
UBS Group
UBS
$144B
$88.1K ﹤0.01%
2,605
-64
BSCP
1447
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$88K ﹤0.01%
4,256
JMTG
1448
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.36B
$87.8K ﹤0.01%
+1,748
USAR
1449
USA Rare Earth Inc
USAR
$1.9B
$87.8K ﹤0.01%
+8,010
TXT icon
1450
Textron
TXT
$15.6B
$87.7K ﹤0.01%
1,092
+14
56 57
58
59 60