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
TECH icon
1526
Bio-Techne
TECH
$9.14B
$72.3K ﹤0.01%
1,406
-3,476
EMBC icon
1527
Embecta
EMBC
$692M
$71.6K ﹤0.01%
7,392
-571
HRTG icon
1528
Heritage Insurance Holdings
HRTG
$899M
$71.6K ﹤0.01%
2,870
SIBN icon
1529
SI-BONE Inc
SIBN
$892M
$71.5K ﹤0.01%
3,800
+100
FHLC icon
1530
Fidelity MSCI Health Care Index ETF
FHLC
$2.83B
$71.5K ﹤0.01%
1,118
-914
THS icon
1531
Treehouse Foods
THS
$1.2B
$71.3K ﹤0.01%
3,674
AOR icon
1532
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.08B
$71.3K ﹤0.01%
1,158
SAMT icon
1533
Strategas Macro Thematic Opportunities ETF
SAMT
$340M
$71.3K ﹤0.01%
2,070
MRCC icon
1534
Monroe Capital Corp
MRCC
$142M
$70.6K ﹤0.01%
11,104
FXH icon
1535
First Trust Health Care AlphaDEX Fund
FXH
$942M
$70.5K ﹤0.01%
680
AFRM icon
1536
Affirm
AFRM
$25.4B
$70.1K ﹤0.01%
1,014
+565
SPGP icon
1537
Invesco S&P 500 GARP ETF
SPGP
$2.47B
$70K ﹤0.01%
650
+235
BF.B icon
1538
Brown-Forman Class B
BF.B
$13.3B
$69.8K ﹤0.01%
2,594
-782
CRDO icon
1539
Credo Technology Group
CRDO
$27B
$69.4K ﹤0.01%
750
-12,547
BBIO icon
1540
BridgeBio Pharma
BBIO
$14.5B
$69.2K ﹤0.01%
1,603
-1,697
R icon
1541
Ryder
R
$7.75B
$69K ﹤0.01%
434
-277
SCCO icon
1542
Southern Copper
SCCO
$119B
$69K ﹤0.01%
695
-29
CAG icon
1543
Conagra Brands
CAG
$8.32B
$69K ﹤0.01%
3,370
-681
IVLU icon
1544
iShares MSCI Intl Value Factor ETF
IVLU
$3.03B
$68.8K ﹤0.01%
2,092
+2,091
TMHC icon
1545
Taylor Morrison
TMHC
$5.82B
$68.8K ﹤0.01%
1,120
-189
GTLB icon
1546
GitLab
GTLB
$6.44B
$68.7K ﹤0.01%
1,522
-228,563
SPH icon
1547
Suburban Propane Partners
SPH
$1.23B
$68.5K ﹤0.01%
3,698
MUNI icon
1548
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.43B
$68.2K ﹤0.01%
1,328
DBMF icon
1549
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.04B
$67.4K ﹤0.01%
2,621
ICSH icon
1550
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.71B
$67.1K ﹤0.01%
1,323
-3,035
60 61
62
63 64