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
EPRT icon
1551
Essential Properties Realty Trust
EPRT
$6.03B
$66.9K ﹤0.01%
2,098
+42
CZNC icon
1552
Citizens & Northern Corp
CZNC
$381M
$66.9K ﹤0.01%
3,532
-825
IPAC icon
1553
iShares Core MSCI Pacific ETF
IPAC
$1.92B
$66.9K ﹤0.01%
973
+118
CRI icon
1554
Carter's
CRI
$1.16B
$66.7K ﹤0.01%
2,215
-14
ATI icon
1555
ATI
ATI
$15.3B
$66.5K ﹤0.01%
770
+84
TRNO icon
1556
Terreno Realty
TRNO
$6.24B
$66.4K ﹤0.01%
1,185
+436
KBH icon
1557
KB Home
KBH
$3.71B
$66.2K ﹤0.01%
1,251
-300
U icon
1558
Unity
U
$19.7B
$66.2K ﹤0.01%
2,736
+2,208
NVTS icon
1559
Navitas Semiconductor
NVTS
$1.79B
$66.1K ﹤0.01%
+10,098
TLTW icon
1560
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.66B
$65.8K ﹤0.01%
+2,839
GDDY icon
1561
GoDaddy
GDDY
$17.2B
$65.7K ﹤0.01%
365
-1,736
AGI icon
1562
Alamos Gold
AGI
$16.2B
$65.7K ﹤0.01%
2,474
-1,226
APA icon
1563
APA Corp
APA
$8.55B
$65.7K ﹤0.01%
3,590
-2,855
SOBO
1564
South Bow Corp
SOBO
$5.7B
$65.7K ﹤0.01%
2,534
+205
LVS icon
1565
Las Vegas Sands
LVS
$45.1B
$65.4K ﹤0.01%
1,503
+156
WMS icon
1566
Advanced Drainage Systems
WMS
$11.5B
$65.1K ﹤0.01%
567
-940
EVT icon
1567
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.88B
$65.1K ﹤0.01%
2,702
TMFC icon
1568
Motley Fool 100 Index ETF
TMFC
$1.87B
$64.5K ﹤0.01%
1,000
DVAX icon
1569
Dynavax Technologies
DVAX
$1.29B
$64.5K ﹤0.01%
6,500
SMMD icon
1570
iShares Russell 2500 ETF
SMMD
$2.17B
$64.4K ﹤0.01%
950
-803
CRH icon
1571
CRH
CRH
$85.1B
$64.2K ﹤0.01%
699
+65
PICK icon
1572
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.01B
$63.9K ﹤0.01%
1,700
-2,534
FHN icon
1573
First Horizon
FHN
$12B
$63.8K ﹤0.01%
3,011
-30,656
EEMV icon
1574
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.76B
$63.7K ﹤0.01%
1,014
+867
TCBI icon
1575
Texas Capital Bancshares
TCBI
$4.24B
$63.5K ﹤0.01%
800
61 62
63
64 65