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
EHC icon
1776
Encompass Health
EHC
$10.9B
$52.1K ﹤0.01%
410
+8
BEAM icon
1777
Beam Therapeutics
BEAM
$2.72B
$52K ﹤0.01%
2,144
+61
DXJ icon
1778
WisdomTree Japan Hedged Equity Fund
DXJ
$4.97B
$52K ﹤0.01%
406
GNMA icon
1779
iShares GNMA Bond ETF
GNMA
$396M
$51.9K ﹤0.01%
1,170
-200
UE icon
1780
Urban Edge Properties
UE
$2.45B
$51.8K ﹤0.01%
+2,530
SAM icon
1781
Boston Beer
SAM
$2.15B
$51.6K ﹤0.01%
244
+239
FIBK icon
1782
First Interstate BancSystem
FIBK
$3.66B
$51.5K ﹤0.01%
+1,617
CNM icon
1783
Core & Main
CNM
$10.3B
$51.5K ﹤0.01%
957
+140
ANIX icon
1784
Anixa Biosciences
ANIX
$118M
$51.5K ﹤0.01%
15,600
+1,000
GMED icon
1785
Globus Medical
GMED
$11.5B
$51.2K ﹤0.01%
894
-131,076
ABAT icon
1786
American Battery Technology Co
ABAT
$521M
$51.2K ﹤0.01%
10,526
ASB icon
1787
Associated Banc-Corp
ASB
$4.44B
$51.1K ﹤0.01%
+1,989
ARMK icon
1788
Aramark
ARMK
$9.9B
$51K ﹤0.01%
1,328
+1,313
CPT icon
1789
Camden Property Trust
CPT
$11.2B
$50.8K ﹤0.01%
476
-196
ARLP icon
1790
Alliance Resource Partners
ARLP
$3.01B
$50.6K ﹤0.01%
2,000
ITM icon
1791
VanEck Intermediate Muni ETF
ITM
$2.09B
$50.3K ﹤0.01%
1,080
ZM icon
1792
Zoom
ZM
$26B
$50.3K ﹤0.01%
610
-100
SILA
1793
Sila Realty Trust
SILA
$1.3B
$50.2K ﹤0.01%
2,000
-1,888
POWR
1794
iShares U.S. Power Infrastructure ETF
POWR
$72.2M
$50.2K ﹤0.01%
2,000
FLRN icon
1795
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.68B
$50.1K ﹤0.01%
1,625
AGCO icon
1796
AGCO
AGCO
$7.94B
$50.1K ﹤0.01%
+468
BCC icon
1797
Boise Cascade
BCC
$2.81B
$50.1K ﹤0.01%
648
+563
STBA icon
1798
S&T Bancorp
STBA
$1.61B
$50.1K ﹤0.01%
+1,332
FFIN icon
1799
First Financial Bankshares
FFIN
$4.51B
$50K ﹤0.01%
+1,486
CWI icon
1800
SPDR MSCI ACWI ex-US ETF
CWI
$2.24B
$49.7K ﹤0.01%
1,424
-352
70 71
72
73 74