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
REG icon
1726
Regency Centers
REG
$12.5B
$43.2K ﹤0.01%
607
-52
COLM icon
1727
Columbia Sportswear
COLM
$2.98B
$43.1K ﹤0.01%
705
-2
XIFR
1728
XPLR Infrastructure LP
XIFR
$869M
$42.9K ﹤0.01%
5,231
-450
LFUS icon
1729
Littelfuse
LFUS
$6.35B
$42.9K ﹤0.01%
189
-33
ELTX icon
1730
Elicio Therapeutics
ELTX
$137M
$42.6K ﹤0.01%
7,000
EXLS icon
1731
EXL Service
EXLS
$6.84B
$42.4K ﹤0.01%
969
-51
BUSE icon
1732
First Busey Corp
BUSE
$2.21B
$42.3K ﹤0.01%
1,850
-11,127
SMFG icon
1733
Sumitomo Mitsui Financial
SMFG
$123B
$42.3K ﹤0.01%
2,800
+242
AVTR icon
1734
Avantor
AVTR
$7.68B
$42.3K ﹤0.01%
3,143
-2,690
KBE icon
1735
State Street SPDR S&P Bank ETF
KBE
$1.41B
$42.2K ﹤0.01%
757
-22,883
LIT icon
1736
Global X Lithium & Battery Tech ETF
LIT
$1.45B
$42.2K ﹤0.01%
1,099
-100
FNF icon
1737
Fidelity National Financial
FNF
$15.1B
$41.5K ﹤0.01%
740
+277
URA icon
1738
Global X Uranium ETF
URA
$5.37B
$41.4K ﹤0.01%
1,067
+926
FSV icon
1739
FirstService
FSV
$7.07B
$41.4K ﹤0.01%
237
+18
ETSY icon
1740
Etsy
ETSY
$5.36B
$40.9K ﹤0.01%
816
-830
STAA icon
1741
STAAR Surgical
STAA
$1.24B
$40.7K ﹤0.01%
2,426
-849
KTOS icon
1742
Kratos Defense & Security Solutions
KTOS
$12.7B
$40.7K ﹤0.01%
876
+3
XHR
1743
Xenia Hotels & Resorts
XHR
$1.42B
$40.7K ﹤0.01%
3,236
+1,194
HTZ icon
1744
Hertz
HTZ
$1.6B
$40.7K ﹤0.01%
+5,952
PZZA icon
1745
Papa John's
PZZA
$1.34B
$40.6K ﹤0.01%
830
-50
MATX icon
1746
Matsons
MATX
$3.89B
$40.5K ﹤0.01%
364
-1
BBN icon
1747
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
$40.4K ﹤0.01%
2,510
-10
PPT
1748
Putnam Premier Income Trust
PPT
$336M
$40.2K ﹤0.01%
10,963
-1,725
IBP icon
1749
Installed Building Products
IBP
$7.21B
$40.2K ﹤0.01%
223
+23
SUSA icon
1750
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$40.2K ﹤0.01%
317
68 69
70
71 72