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
WYNN icon
1476
Wynn Resorts
WYNN
$13.4B
$83.8K ﹤0.01%
895
+349
MGEE icon
1477
MGE Energy Inc
MGEE
$2.93B
$82.8K ﹤0.01%
937
+4
AIT icon
1478
Applied Industrial Technologies
AIT
$9.83B
$82.8K ﹤0.01%
356
-14
CHE icon
1479
Chemed
CHE
$6.09B
$82.3K ﹤0.01%
169
-13
INFY icon
1480
Infosys
INFY
$85.1B
$82.2K ﹤0.01%
4,435
-225
FTCS icon
1481
First Trust Capital Strength ETF
FTCS
$8.17B
$81.4K ﹤0.01%
896
+237
POOL icon
1482
Pool Corp
POOL
$8.71B
$81.3K ﹤0.01%
279
-317
L icon
1483
Loews
L
$22B
$81.3K ﹤0.01%
887
-1,225
ACWV icon
1484
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
$80.7K ﹤0.01%
681
UP icon
1485
Wheels Up
UP
$498M
$80.3K ﹤0.01%
75,025
CF icon
1486
CF Industries
CF
$12.3B
$80.2K ﹤0.01%
872
-241
EMN icon
1487
Eastman Chemical
EMN
$7.24B
$79.9K ﹤0.01%
1,070
-331
HBM icon
1488
Hudbay
HBM
$7.65B
$79.6K ﹤0.01%
7,499
-1,019
SIG icon
1489
Signet Jewelers
SIG
$3.37B
$79.2K ﹤0.01%
996
+18
VRNA
1490
DELISTED
Verona Pharma
VRNA
$79.1K ﹤0.01%
836
+11
MLI icon
1491
Mueller Industries
MLI
$12.7B
$78.9K ﹤0.01%
993
-78
QLYS icon
1492
Qualys
QLYS
$5.12B
$78.9K ﹤0.01%
552
+251
SPAB icon
1493
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.11B
$78.5K ﹤0.01%
3,067
+828
MEDP icon
1494
Medpace
MEDP
$16B
$78.2K ﹤0.01%
249
+1
DAKT icon
1495
Daktronics
DAKT
$927M
$78.1K ﹤0.01%
5,168
+91
WDFC icon
1496
WD-40
WDFC
$2.76B
$78K ﹤0.01%
342
+76
QQEW icon
1497
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.9B
$77.9K ﹤0.01%
571
MTH icon
1498
Meritage Homes
MTH
$4.66B
$77.8K ﹤0.01%
1,161
+16
LSCC icon
1499
Lattice Semiconductor
LSCC
$10.2B
$77.6K ﹤0.01%
1,584
-116
USA icon
1500
Liberty All-Star Equity Fund
USA
$1.82B
$77.1K ﹤0.01%
11,325
58 59
60
61 62