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
FTI icon
1451
TechnipFMC
FTI
$18.7B
$109K ﹤0.01%
2,769
+2,470
MUFG icon
1452
Mitsubishi UFJ Financial
MUFG
$186B
$109K ﹤0.01%
6,846
-3,719
CPRX icon
1453
Catalyst Pharmaceutical
CPRX
$2.97B
$109K ﹤0.01%
5,528
+1,331
SR icon
1454
Spire
SR
$4.95B
$108K ﹤0.01%
+1,325
USLM icon
1455
United States Lime & Minerals
USLM
$3.58B
$108K ﹤0.01%
+820
IBN icon
1456
ICICI Bank
IBN
$108B
$107K ﹤0.01%
3,535
+106
OTTR icon
1457
Otter Tail
OTTR
$3.54B
$107K ﹤0.01%
1,300
GPI icon
1458
Group 1 Automotive
GPI
$4.93B
$106K ﹤0.01%
243
HAP icon
1459
VanEck Natural Resources ETF
HAP
$201M
$106K ﹤0.01%
1,858
IIIV icon
1460
i3 Verticals
IIIV
$601M
$106K ﹤0.01%
3,265
-1,836
CIGI icon
1461
Colliers International
CIGI
$7.39B
$106K ﹤0.01%
677
UMAC icon
1462
Unusual Machines
UMAC
$335M
$106K ﹤0.01%
7,000
+4,000
Z icon
1463
Zillow
Z
$16.6B
$106K ﹤0.01%
1,370
+6
SPB icon
1464
Spectrum Brands
SPB
$1.44B
$106K ﹤0.01%
2,009
+18
FTRE icon
1465
Fortrea Holdings
FTRE
$1.48B
$105K ﹤0.01%
12,501
KMPR icon
1466
Kemper
KMPR
$2.41B
$105K ﹤0.01%
2,033
+59
CPB icon
1467
Campbell Soup
CPB
$8.43B
$105K ﹤0.01%
3,318
-54
PCY icon
1468
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.31B
$105K ﹤0.01%
4,850
THC icon
1469
Tenet Healthcare
THC
$17.3B
$104K ﹤0.01%
513
-3,528
ETW
1470
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$989M
$104K ﹤0.01%
11,506
+254
VPLS icon
1471
Vanguard Core Plus Bond ETF
VPLS
$989M
$104K ﹤0.01%
+1,321
TKO icon
1472
TKO Group
TKO
$16.4B
$104K ﹤0.01%
514
+201
EMBC icon
1473
Embecta
EMBC
$698M
$104K ﹤0.01%
7,356
-36
MTG icon
1474
MGIC Investment
MTG
$6.52B
$104K ﹤0.01%
3,656
-694
PPL icon
1475
PPL Corp
PPL
$25.3B
$104K ﹤0.01%
2,791
+191
57 58
59
60 61