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
CGXU icon
1576
Capital Group International Focus Equity ETF
CGXU
$4.38B
$62.9K ﹤0.01%
2,320
CE icon
1577
Celanese
CE
$4.63B
$62.6K ﹤0.01%
1,131
-590
NWSA icon
1578
News Corp Class A
NWSA
$14.5B
$62.3K ﹤0.01%
2,095
-960
DORM icon
1579
Dorman Products
DORM
$3.87B
$61.9K ﹤0.01%
505
-11
FTRE icon
1580
Fortrea Holdings
FTRE
$1.64B
$61.8K ﹤0.01%
12,501
CG icon
1581
Carlyle Group
CG
$21.5B
$61.7K ﹤0.01%
1,200
-677
DJP icon
1582
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$629M
$61.5K ﹤0.01%
1,809
VIOO icon
1583
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.14B
$61.4K ﹤0.01%
607
AWR icon
1584
American States Water
AWR
$2.83B
$61.4K ﹤0.01%
800
+550
FXL icon
1585
First Trust Technology AlphaDEX Fund
FXL
$1.45B
$61.3K ﹤0.01%
389
DJIA icon
1586
Global X Dow 30 Covered Call ETF
DJIA
$145M
$61.2K ﹤0.01%
+2,822
MAGS icon
1587
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.1B
$61K ﹤0.01%
1,100
+1,000
ASTS icon
1588
AST SpaceMobile
ASTS
$21.1B
$61K ﹤0.01%
1,305
-1,061
AGZ icon
1589
iShares Agency Bond ETF
AGZ
$573M
$60.9K ﹤0.01%
555
IAI icon
1590
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
$60.7K ﹤0.01%
359
-131
EOSE icon
1591
Eos Energy Enterprises
EOSE
$4.23B
$60.7K ﹤0.01%
11,850
+749
APLS icon
1592
Apellis Pharmaceuticals
APLS
$3.12B
$60.7K ﹤0.01%
3,504
-15,360
GNMA icon
1593
iShares GNMA Bond ETF
GNMA
$396M
$60.2K ﹤0.01%
1,370
QTUM icon
1594
Defiance Quantum ETF
QTUM
$3.13B
$60.1K ﹤0.01%
655
-122
ASH icon
1595
Ashland
ASH
$2.72B
$59.7K ﹤0.01%
1,187
-29
IBDS icon
1596
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.53B
$59.4K ﹤0.01%
2,449
+3
HMC icon
1597
Honda
HMC
$39.1B
$59.4K ﹤0.01%
+2,061
HUBG icon
1598
HUB Group
HUBG
$2.68B
$59.3K ﹤0.01%
1,773
+32
CRTO icon
1599
Criteo
CRTO
$983M
$59.2K ﹤0.01%
2,470
-2,350
CGGR icon
1600
Capital Group Growth ETF
CGGR
$18.7B
$58.9K ﹤0.01%
1,450
62 63
64
65 66