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
MNTN
1451
MNTN Inc
MNTN
$867M
$87.5K ﹤0.01%
+4,000
BIDU icon
1452
Baidu
BIDU
$42.8B
$87.3K ﹤0.01%
1,018
-415
TXNM
1453
TXNM Energy Inc
TXNM
$6.42B
$87.1K ﹤0.01%
1,546
FBND icon
1454
Fidelity Total Bond ETF
FBND
$23.1B
$87K ﹤0.01%
1,903
+4
MRP
1455
Millrose Properties Inc
MRP
$4.89B
$86.6K ﹤0.01%
3,038
-250
BBJP icon
1456
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$86.6K ﹤0.01%
1,402
+262
IAT icon
1457
iShares US Regional Banks ETF
IAT
$585M
$86.6K ﹤0.01%
1,747
-6,954
FUN icon
1458
Cedar Fair
FUN
$1.46B
$86.4K ﹤0.01%
2,840
+640
PPLT icon
1459
abrdn Physical Platinum Shares ETF
PPLT
$2.64B
$86K ﹤0.01%
700
-750
CHWY icon
1460
Chewy
CHWY
$13.5B
$85.9K ﹤0.01%
2,015
-78,575
LECO icon
1461
Lincoln Electric
LECO
$13.4B
$85.6K ﹤0.01%
413
-186
MQT icon
1462
BlackRock MuniYield Quality Fund II
MQT
$222M
$85.4K ﹤0.01%
8,861
CELH icon
1463
Celsius Holdings
CELH
$10.9B
$85.3K ﹤0.01%
1,840
-185
FULT icon
1464
Fulton Financial
FULT
$3.65B
$85.3K ﹤0.01%
4,728
-1,750
ILCG icon
1465
iShares Morningstar Growth ETF
ILCG
$2.92B
$85.3K ﹤0.01%
880
-815
RELX icon
1466
RELX
RELX
$74.2B
$85.3K ﹤0.01%
1,569
-77
GQRE icon
1467
FlexShares Global Quality Real Estate Index Fund
GQRE
$342M
$85.2K ﹤0.01%
1,428
QEFA icon
1468
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$966M
$84.6K ﹤0.01%
+991
HYGH icon
1469
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$444M
$84.6K ﹤0.01%
977
+3
LLYVA icon
1470
Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock
LLYVA
$7.59B
$84.5K ﹤0.01%
1,063
-23
EWW icon
1471
iShares MSCI Mexico ETF
EWW
$1.9B
$84.3K ﹤0.01%
1,393
+22
HLN icon
1472
Haleon
HLN
$44.3B
$84.3K ﹤0.01%
8,133
-12,252
NWN icon
1473
Northwest Natural Holdings
NWN
$1.95B
$84.3K ﹤0.01%
2,123
+1,123
VEGN icon
1474
US Vegan Climate ETF
VEGN
$130M
$84K ﹤0.01%
1,500
RYLD icon
1475
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
$84K ﹤0.01%
+5,633
57 58
59
60 61