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
LEA icon
1501
Lear
LEA
$6.15B
$77.1K ﹤0.01%
811
-53
FRT icon
1502
Federal Realty Investment Trust
FRT
$8.83B
$76.9K ﹤0.01%
810
+639
SJNK icon
1503
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.31B
$76.9K ﹤0.01%
3,017
+5
AMBA icon
1504
Ambarella
AMBA
$3.1B
$76.7K ﹤0.01%
1,161
+1,001
TRMB icon
1505
Trimble
TRMB
$19.2B
$76.6K ﹤0.01%
1,008
-749
DTD icon
1506
WisdomTree US Total Dividend Fund
DTD
$1.48B
$76.5K ﹤0.01%
962
AMTM
1507
Amentum Holdings
AMTM
$7.14B
$76.5K ﹤0.01%
3,239
-1,364
QCRH icon
1508
QCR Holdings
QCRH
$1.45B
$76.4K ﹤0.01%
1,125
NMFC icon
1509
New Mountain Finance
NMFC
$937M
$76.3K ﹤0.01%
7,235
-12,590
MVV icon
1510
ProShares Ultra MidCap400
MVV
$139M
$76.3K ﹤0.01%
1,200
EXG icon
1511
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
$76.3K ﹤0.01%
8,715
+107
VSEC icon
1512
VSE Corp
VSEC
$4.04B
$75.8K ﹤0.01%
579
-1
CPT icon
1513
Camden Property Trust
CPT
$11.5B
$75.7K ﹤0.01%
672
-137
EXPE icon
1514
Expedia Group
EXPE
$35.7B
$75K ﹤0.01%
445
-340
VSTS icon
1515
Vestis
VSTS
$918M
$74.7K ﹤0.01%
13,030
+3,037
OCUL icon
1516
Ocular Therapeutix
OCUL
$2.72B
$74.6K ﹤0.01%
8,040
BWA icon
1517
BorgWarner
BWA
$9.79B
$74.5K ﹤0.01%
2,226
-412
USHY icon
1518
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$74.3K ﹤0.01%
1,981
PFLT icon
1519
PennantPark Floating Rate Capital
PFLT
$899M
$73.6K ﹤0.01%
7,122
MGC icon
1520
Vanguard Mega Cap 300 Index ETF
MGC
$9.12B
$73.5K ﹤0.01%
+327
UGI icon
1521
UGI
UGI
$8.23B
$73.4K ﹤0.01%
2,016
-1,032
JPC icon
1522
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$73.4K ﹤0.01%
9,150
-194
VCLT icon
1523
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.97B
$72.8K ﹤0.01%
959
+9
VOTE icon
1524
TCW Transform 500 ETF
VOTE
$938M
$72.7K ﹤0.01%
1,000
NOVT icon
1525
Novanta
NOVT
$4.3B
$72.5K ﹤0.01%
562
+24
59 60
61
62 63