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
MLI icon
1501
Mueller Industries
MLI
$12.6B
$99.2K ﹤0.01%
981
-12
BFAM icon
1502
Bright Horizons
BFAM
$5.7B
$98.8K ﹤0.01%
910
-286
AVNT icon
1503
Avient
AVNT
$2.79B
$98.3K ﹤0.01%
2,982
+85
BATRK icon
1504
Atlanta Braves Holdings Series B
BATRK
$2.51B
$98K ﹤0.01%
2,357
+1,202
DIOD icon
1505
Diodes
DIOD
$2.35B
$98K ﹤0.01%
1,842
+1,840
CGGR icon
1506
Capital Group Growth ETF
CGGR
$18.5B
$97.8K ﹤0.01%
2,227
+777
IYC icon
1507
iShares US Consumer Discretionary ETF
IYC
$1.58B
$97.3K ﹤0.01%
928
EQH icon
1508
Equitable Holdings
EQH
$13.8B
$97.2K ﹤0.01%
1,914
+1,782
BL icon
1509
BlackLine
BL
$3.49B
$97.1K ﹤0.01%
1,828
ICOW icon
1510
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.44B
$97.1K ﹤0.01%
2,665
IPAC icon
1511
iShares Core MSCI Pacific ETF
IPAC
$1.99B
$96.2K ﹤0.01%
1,310
+337
SM icon
1512
SM Energy
SM
$2.24B
$95.8K ﹤0.01%
3,838
-62
FBND icon
1513
Fidelity Total Bond ETF
FBND
$23B
$95.5K ﹤0.01%
2,065
+162
RS icon
1514
Reliance Steel & Aluminium
RS
$15.2B
$95.5K ﹤0.01%
340
VONV icon
1515
Vanguard Russell 1000 Value ETF
VONV
$14.5B
$95.4K ﹤0.01%
1,067
+738
TLH icon
1516
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$95.3K ﹤0.01%
925
+458
GRAL
1517
GRAIL Inc
GRAL
$3.54B
$95.2K ﹤0.01%
1,610
+1,142
STNG icon
1518
Scorpio Tankers
STNG
$2.69B
$95.2K ﹤0.01%
+1,698
BBJP icon
1519
JPMorgan BetaBuilders Japan ETF
BBJP
$15.1B
$95K ﹤0.01%
1,433
+31
EWW icon
1520
iShares MSCI Mexico ETF
EWW
$1.94B
$94.9K ﹤0.01%
1,392
-1
BKU icon
1521
Bankunited
BKU
$3.46B
$94.7K ﹤0.01%
+2,482
CAPL icon
1522
CrossAmerica Partners
CAPL
$795M
$94.6K ﹤0.01%
4,500
-21,000
OCUL icon
1523
Ocular Therapeutix
OCUL
$3.02B
$94K ﹤0.01%
8,040
CUBE icon
1524
CubeSmart
CUBE
$8.33B
$93.4K ﹤0.01%
2,296
+1,181
IYK icon
1525
iShares US Consumer Staples ETF
IYK
$1.2B
$92.9K ﹤0.01%
1,359
59 60
61
62 63