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
UWM icon
1626
ProShares Ultra Russell2000
UWM
$262M
$55K ﹤0.01%
1,460
BF.A icon
1627
Brown-Forman Class A
BF.A
$13.1B
$55K ﹤0.01%
2,002
+623
OMCL icon
1628
Omnicell
OMCL
$2.1B
$55K ﹤0.01%
1,870
-3,000
KT icon
1629
KT
KT
$8.98B
$55K ﹤0.01%
2,645
+156
HOG icon
1630
Harley-Davidson
HOG
$2.51B
$54.7K ﹤0.01%
2,319
+133
HUT
1631
Hut 8
HUT
$4.77B
$54.7K ﹤0.01%
2,941
+57
OXY.WS icon
1632
Occidental Petroleum Corp Warrants
OXY.WS
$16.7B
$54.6K ﹤0.01%
2,638
BATRK icon
1633
Atlanta Braves Holdings Series B
BATRK
$2.49B
$54K ﹤0.01%
1,155
IEI icon
1634
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$53.8K ﹤0.01%
452
-129
PPC icon
1635
Pilgrim's Pride
PPC
$9.37B
$53.5K ﹤0.01%
1,189
-1,460
EGP icon
1636
EastGroup Properties
EGP
$9.64B
$53.5K ﹤0.01%
320
-131
ESLT icon
1637
Elbit Systems
ESLT
$25.7B
$53.5K ﹤0.01%
119
-100
JNPR
1638
DELISTED
Juniper Networks
JNPR
$53.4K ﹤0.01%
1,338
-677
SXT icon
1639
Sensient Technologies
SXT
$4.11B
$53.3K ﹤0.01%
541
BBCA icon
1640
JPMorgan BetaBuilders Canada ETF
BBCA
$9.5B
$52.7K ﹤0.01%
+653
DBC icon
1641
Invesco DB Commodity Index Tracking Fund
DBC
$1.25B
$52.4K ﹤0.01%
2,405
+573
B
1642
Barrick Mining
B
$75.5B
$52.3K ﹤0.01%
2,515
-2,752
ARLP icon
1643
Alliance Resource Partners
ARLP
$2.99B
$52.3K ﹤0.01%
2,000
XLG icon
1644
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$52.1K ﹤0.01%
1,000
CWST icon
1645
Casella Waste Systems
CWST
$6.25B
$52K ﹤0.01%
451
-1
SIVR icon
1646
abrdn Physical Silver Shares ETF
SIVR
$4.92B
$52K ﹤0.01%
+1,510
CSGS icon
1647
CSG Systems International
CSGS
$2.2B
$51.9K ﹤0.01%
794
-96
ZTR
1648
Virtus Total Return Fund
ZTR
$314M
$51.8K ﹤0.01%
8,315
SPIB icon
1649
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$51.6K ﹤0.01%
1,537
+1,302
SPTI icon
1650
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.56B
$51.5K ﹤0.01%
1,789
+487
64 65
66
67 68