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
NWS icon
1751
News Corp Class B
NWS
$16.6B
$40.1K ﹤0.01%
1,169
-155
LRN icon
1752
Stride
LRN
$2.9B
$40.1K ﹤0.01%
276
+16
MBC icon
1753
MasterBrand
MBC
$1.42B
$40K ﹤0.01%
3,659
-300
MZTI
1754
The Marzetti Company
MZTI
$4.65B
$39.9K ﹤0.01%
231
+12
OGS icon
1755
ONE Gas
OGS
$4.65B
$39.8K ﹤0.01%
554
MARA icon
1756
Marathon Digital Holdings
MARA
$3.85B
$39.7K ﹤0.01%
2,532
-468
STRL icon
1757
Sterling Infrastructure
STRL
$9.48B
$39.7K ﹤0.01%
172
-223
CMA icon
1758
Comerica
CMA
$11.3B
$39.7K ﹤0.01%
665
-2
NWG icon
1759
NatWest
NWG
$69.2B
$39.6K ﹤0.01%
2,802
+236
BCAL icon
1760
Southern California Bancorp
BCAL
$630M
$39.5K ﹤0.01%
2,504
MSTY icon
1761
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.63B
$39K ﹤0.01%
+1,760
SCHP icon
1762
Schwab US TIPS ETF
SCHP
$14.5B
$39K ﹤0.01%
1,461
-1,554
MEGI
1763
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$709M
$38.4K ﹤0.01%
2,700
ASGN icon
1764
ASGN Inc
ASGN
$2.08B
$38.3K ﹤0.01%
768
-18
VLT icon
1765
Invesco High Income Trust II
VLT
$71.5M
$38.3K ﹤0.01%
3,505
WTAI icon
1766
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$490M
$38.2K ﹤0.01%
1,555
GLTR icon
1767
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.49B
$38.1K ﹤0.01%
276
-26
EZU icon
1768
iShare MSCI Eurozone ETF
EZU
$8.64B
$38.1K ﹤0.01%
641
SLGN icon
1769
Silgan Holdings
SLGN
$4.32B
$38K ﹤0.01%
701
-69
ISTB icon
1770
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$37.9K ﹤0.01%
779
NTLA icon
1771
Intellia Therapeutics
NTLA
$1.07B
$37.8K ﹤0.01%
4,025
-646
UFPT icon
1772
UFP Technologies
UFPT
$1.77B
$37.6K ﹤0.01%
154
NMIH icon
1773
NMI Holdings
NMIH
$3.16B
$37.6K ﹤0.01%
+891
MHK icon
1774
Mohawk Industries
MHK
$6.67B
$37.5K ﹤0.01%
358
-1,352
PTA icon
1775
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.06B
$37.5K ﹤0.01%
1,894
-210
69 70
71
72 73