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
TSLX icon
1651
Sixth Street Specialty
TSLX
$2.04B
$51K ﹤0.01%
2,144
UHAL.B icon
1652
U-Haul Holding Co Series N
UHAL.B
$9.02B
$50.9K ﹤0.01%
936
-87
PGHY icon
1653
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$188M
$50.7K ﹤0.01%
+2,551
ACHR icon
1654
Archer Aviation
ACHR
$5.99B
$50.6K ﹤0.01%
4,668
+19
OGE icon
1655
OGE Energy
OGE
$8.76B
$50.6K ﹤0.01%
1,140
-1,158
ESGD icon
1656
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
$50.6K ﹤0.01%
567
IMRX icon
1657
Immuneering
IMRX
$365M
$50.5K ﹤0.01%
15,000
+5,000
AVUS icon
1658
Avantis US Equity ETF
AVUS
$10.4B
$50.4K ﹤0.01%
500
MWA icon
1659
Mueller Water Products
MWA
$3.83B
$50.3K ﹤0.01%
2,092
-291
FQAL icon
1660
Fidelity Quality Factor ETF
FQAL
$1.14B
$50.3K ﹤0.01%
+722
SOXL icon
1661
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$11.6B
$50.2K ﹤0.01%
2,000
-43,111
IVES
1662
Dan IVES Wedbush AI Revolution ETF
IVES
$978M
$50.2K ﹤0.01%
+1,850
FLRN icon
1663
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.67B
$50.1K ﹤0.01%
1,625
TGNA icon
1664
TEGNA Inc
TGNA
$3.11B
$50K ﹤0.01%
2,983
-3,200
VNQI icon
1665
Vanguard Global ex-US Real Estate ETF
VNQI
$3.42B
$50K ﹤0.01%
1,083
-606
BAC.PRL icon
1666
Bank of America Series L
BAC.PRL
$3.88B
$49.7K ﹤0.01%
41
SLAB icon
1667
Silicon Laboratories
SLAB
$4.44B
$49.7K ﹤0.01%
337
-96
SPHY icon
1668
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$49.6K ﹤0.01%
2,086
+423
TKC icon
1669
Turkcell
TKC
$5.14B
$49.4K ﹤0.01%
8,166
+316
CNM icon
1670
Core & Main
CNM
$10.2B
$49.3K ﹤0.01%
817
-8,092
EHC icon
1671
Encompass Health
EHC
$10.7B
$49.3K ﹤0.01%
402
-325
ITM icon
1672
VanEck Intermediate Muni ETF
ITM
$2.1B
$49.1K ﹤0.01%
1,080
NNN icon
1673
NNN REIT
NNN
$7.55B
$49.1K ﹤0.01%
1,136
-482
SPSC icon
1674
SPS Commerce
SPSC
$3.42B
$49K ﹤0.01%
360
-7
LVHD icon
1675
Franklin US Low Volatility High Dividend Index ETF
LVHD
$575M
$48.3K ﹤0.01%
+1,211
65 66
67
68 69