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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBCI icon
1701
Glacier Bancorp
GBCI
$5.79B
$61.5K ﹤0.01%
1,264
+1,165
FDRR icon
1702
Fidelity Dividend ETF for Rising Rates
FDRR
$656M
$61.3K ﹤0.01%
1,046
SDRL icon
1703
Seadrill
SDRL
$1.98B
$61.3K ﹤0.01%
+2,028
AGZ icon
1704
iShares Agency Bond ETF
AGZ
$573M
$61.3K ﹤0.01%
555
SIBN icon
1705
SI-BONE Inc
SIBN
$802M
$61.1K ﹤0.01%
4,154
+354
SOBO
1706
South Bow Corp
SOBO
$5.79B
$61.1K ﹤0.01%
2,160
-374
TGNA icon
1707
TEGNA Inc
TGNA
$3.17B
$60.6K ﹤0.01%
2,983
COCH icon
1708
Envoy Medical
COCH
$22.5M
$60.4K ﹤0.01%
77,887
SITE icon
1709
SiteOne Landscape Supply
SITE
$5.67B
$60.4K ﹤0.01%
469
PLYM
1710
Plymouth Industrial REIT
PLYM
$975M
$60.3K ﹤0.01%
2,701
-9
PTNQ icon
1711
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
$60.2K ﹤0.01%
777
WTTR icon
1712
Select Water Solutions
WTTR
$1.12B
$60K ﹤0.01%
5,608
+5,408
IBDS icon
1713
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.54B
$59.7K ﹤0.01%
2,454
+5
FR icon
1714
First Industrial Realty Trust
FR
$7.71B
$59.6K ﹤0.01%
1,158
+158
BRSP
1715
BrightSpire Capital
BRSP
$768M
$59.4K ﹤0.01%
10,945
+9,745
RGTI icon
1716
Rigetti Computing
RGTI
$7.93B
$59.4K ﹤0.01%
1,993
+793
TEM
1717
Tempus AI
TEM
$12.4B
$59.2K ﹤0.01%
734
+5
FHLC icon
1718
Fidelity MSCI Health Care Index ETF
FHLC
$2.84B
$58.9K ﹤0.01%
881
-237
BTG icon
1719
B2Gold
BTG
$6.17B
$58.9K ﹤0.01%
11,903
+6,903
BAB icon
1720
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$58.8K ﹤0.01%
2,155
GNTX icon
1721
Gentex
GNTX
$5.18B
$58.5K ﹤0.01%
2,067
+1,985
WSC icon
1722
WillScot Mobile Mini Holdings
WSC
$3.66B
$58.4K ﹤0.01%
2,766
+1,565
EMN icon
1723
Eastman Chemical
EMN
$7.26B
$58.4K ﹤0.01%
926
-144
WAT icon
1724
Waters Corp
WAT
$22.8B
$58.2K ﹤0.01%
194
-164
LIT icon
1725
Global X Lithium & Battery Tech ETF
LIT
$1.44B
$58.1K ﹤0.01%
1,022
-77
67 68
69
70 71