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
KVUE icon
1476
Kenvue
KVUE
$33B
$104K ﹤0.01%
6,388
+1,068
CMA icon
1477
Comerica
CMA
$11.4B
$104K ﹤0.01%
1,512
+847
MTH icon
1478
Meritage Homes
MTH
$5.07B
$104K ﹤0.01%
1,429
+268
FRT icon
1479
Federal Realty Investment Trust
FRT
$8.59B
$103K ﹤0.01%
1,019
+209
PCN
1480
PIMCO Corporate & Income Strategy Fund
PCN
$836M
$102K ﹤0.01%
7,660
SIG icon
1481
Signet Jewelers
SIG
$3.57B
$102K ﹤0.01%
1,061
+65
ROBO icon
1482
ROBO Global Robotics & Automation Index ETF
ROBO
$1.29B
$101K ﹤0.01%
1,547
+1,300
GSIE icon
1483
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.86B
$101K ﹤0.01%
2,467
OGS icon
1484
ONE Gas
OGS
$4.62B
$101K ﹤0.01%
1,252
+698
FAF icon
1485
First American
FAF
$6.52B
$101K ﹤0.01%
1,574
+9
TSN icon
1486
Tyson Foods
TSN
$21B
$101K ﹤0.01%
1,862
+179
EWC icon
1487
iShares MSCI Canada ETF
EWC
$3.62B
$101K ﹤0.01%
1,999
-769
NMRK icon
1488
Newmark Group
NMRK
$3.13B
$101K ﹤0.01%
5,404
+5,165
EPAC icon
1489
Enerpac Tool Group
EPAC
$2.15B
$101K ﹤0.01%
2,458
+70
FCF icon
1490
First Commonwealth Financial
FCF
$1.78B
$101K ﹤0.01%
5,909
+170
AMRC icon
1491
Ameresco
AMRC
$1.59B
$101K ﹤0.01%
3,000
SNAP icon
1492
Snap
SNAP
$12.5B
$101K ﹤0.01%
13,050
+425
ASH icon
1493
Ashland
ASH
$2.71B
$101K ﹤0.01%
2,098
+911
ICLN icon
1494
iShares Global Clean Energy ETF
ICLN
$1.9B
$100K ﹤0.01%
6,491
-695
FIW icon
1495
First Trust Water ETF
FIW
$1.92B
$100K ﹤0.01%
893
DB icon
1496
Deutsche Bank
DB
$72.4B
$100K ﹤0.01%
2,834
+2,160
CLOZ icon
1497
Panagram BBB-B CLO ETF
CLOZ
$761M
$99.8K ﹤0.01%
3,722
MHK icon
1498
Mohawk Industries
MHK
$6.95B
$99.5K ﹤0.01%
772
+414
SYM icon
1499
Symbotic
SYM
$6.79B
$99.5K ﹤0.01%
1,846
+1,250
KTB icon
1500
Kontoor Brands
KTB
$3.7B
$99.3K ﹤0.01%
1,245
+764