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
ZIM icon
1676
ZIM Integrated Shipping Services
ZIM
$2.32B
$48.3K ﹤0.01%
3,000
+2,000
HAE icon
1677
Haemonetics
HAE
$3.75B
$48.2K ﹤0.01%
646
ANIX icon
1678
Anixa Biosciences
ANIX
$109M
$48.2K ﹤0.01%
+14,600
FR icon
1679
First Industrial Realty Trust
FR
$7.7B
$48.1K ﹤0.01%
1,000
-601
RXST icon
1680
RxSight
RXST
$495M
$48K ﹤0.01%
3,690
-30
SPYD icon
1681
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
$47.9K ﹤0.01%
1,128
+1,123
NVG icon
1682
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$47.7K ﹤0.01%
4,000
PDT
1683
John Hancock Premium Dividend Fund
PDT
$619M
$47.7K ﹤0.01%
+3,623
PSI icon
1684
Invesco Semiconductors ETF
PSI
$1.01B
$47.7K ﹤0.01%
795
PTLO icon
1685
Portillo's
PTLO
$332M
$47.6K ﹤0.01%
4,076
-65
TLH icon
1686
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$47.4K ﹤0.01%
467
-490
POWR
1687
iShares U.S. Power Infrastructure ETF
POWR
$71.6M
$47.4K ﹤0.01%
2,000
CUBE icon
1688
CubeSmart
CUBE
$8.11B
$47.4K ﹤0.01%
1,115
-328
SPTL icon
1689
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$47.2K ﹤0.01%
1,776
+1,641
HNI icon
1690
HNI Corp
HNI
$1.93B
$46.9K ﹤0.01%
954
+724
ESE icon
1691
ESCO Technologies
ESE
$5.14B
$46.8K ﹤0.01%
244
-38
SMG icon
1692
ScottsMiracle-Gro
SMG
$3.4B
$46.8K ﹤0.01%
709
-158
GLPI icon
1693
Gaming and Leisure Properties
GLPI
$12.6B
$46.6K ﹤0.01%
999
-1,097
UI icon
1694
Ubiquiti
UI
$34.2B
$46.5K ﹤0.01%
113
-22
FRME icon
1695
First Merchants
FRME
$2.22B
$46.5K ﹤0.01%
1,214
+220
DXJ icon
1696
WisdomTree Japan Hedged Equity Fund
DXJ
$5.05B
$46.4K ﹤0.01%
406
MFIC icon
1697
MidCap Financial Investment
MFIC
$1.07B
$46.4K ﹤0.01%
3,675
TEM
1698
Tempus AI
TEM
$11.5B
$46.3K ﹤0.01%
729
-127
FSMD icon
1699
Fidelity Small-Mid Multifactor ETF
FSMD
$1.89B
$46.3K ﹤0.01%
+1,116
OR icon
1700
OR Royalties Inc
OR
$6.95B
$46.3K ﹤0.01%
1,800
66 67
68
69 70