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
CHPT icon
1601
ChargePoint
CHPT
$172M
$58.6K ﹤0.01%
4,167
+4,150
TEVA icon
1602
Teva Pharmaceuticals
TEVA
$34.8B
$58.3K ﹤0.01%
3,480
SUI icon
1603
Sun Communities
SUI
$15.1B
$58.3K ﹤0.01%
461
-70
JLL icon
1604
Jones Lang LaSalle
JLL
$15.9B
$58.1K ﹤0.01%
227
+27
CWI icon
1605
SPDR MSCI ACWI ex-US ETF
CWI
$2.26B
$58K ﹤0.01%
1,776
SRAD icon
1606
Sportradar
SRAD
$6.76B
$57.9K ﹤0.01%
+2,061
MLPA icon
1607
Global X MLP ETF
MLPA
$1.81B
$57.2K ﹤0.01%
+1,140
BAB icon
1608
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$57.2K ﹤0.01%
2,155
HPS
1609
John Hancock Preferred Income Fund III
HPS
$463M
$57K ﹤0.01%
4,000
ETHU
1610
2x Ether ETF
ETHU
$1.56B
$57K ﹤0.01%
+1,007
GOF icon
1611
Guggenheim Strategic Opportunities Fund
GOF
$2.44B
$57K ﹤0.01%
3,826
-999
TKO icon
1612
TKO Group
TKO
$16.8B
$57K ﹤0.01%
313
-176
FNDC icon
1613
Schwab Fundamental International Small Company Index ETF
FNDC
$2.95B
$56.9K ﹤0.01%
1,352
-508
EAT icon
1614
Brinker International
EAT
$6.65B
$56.8K ﹤0.01%
315
-50
FDRR icon
1615
Fidelity Dividend ETF for Rising Rates
FDRR
$647M
$56.7K ﹤0.01%
1,046
SITE icon
1616
SiteOne Landscape Supply
SITE
$5.73B
$56.7K ﹤0.01%
469
-17
GRBK icon
1617
Green Brick Partners
GRBK
$2.79B
$56.7K ﹤0.01%
901
+1
NTGR icon
1618
NETGEAR
NTGR
$692M
$56.6K ﹤0.01%
1,948
-2,567
BXP icon
1619
Boston Properties
BXP
$10.9B
$56K ﹤0.01%
830
+287
SPSB icon
1620
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.38B
$55.9K ﹤0.01%
1,850
-266
BUD icon
1621
AB InBev
BUD
$126B
$55.8K ﹤0.01%
812
+253
GLOB icon
1622
Globant
GLOB
$3.06B
$55.8K ﹤0.01%
614
-100
PTNQ icon
1623
Pacer Trendpilot 100 ETF
PTNQ
$1.28B
$55.5K ﹤0.01%
777
-223
ZM icon
1624
Zoom
ZM
$26.6B
$55.4K ﹤0.01%
710
-557
CHRW icon
1625
C.H. Robinson
CHRW
$19.7B
$55.2K ﹤0.01%
575
+10
63 64
65
66 67