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
TDIV icon
1776
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.7B
$37.4K ﹤0.01%
415
+15
ETY icon
1777
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.39B
$37.3K ﹤0.01%
2,412
GDXJ icon
1778
VanEck Junior Gold Miners ETF
GDXJ
$9.71B
$37.2K ﹤0.01%
550
-1,501
PR icon
1779
Permian Resources
PR
$10.3B
$37.2K ﹤0.01%
2,728
-699,786
NGD
1780
New Gold Inc
NGD
$6.98B
$37.1K ﹤0.01%
7,500
-6,000
PRGS icon
1781
Progress Software
PRGS
$1.84B
$37.1K ﹤0.01%
581
-713
MDU icon
1782
MDU Resources
MDU
$3.92B
$37.1K ﹤0.01%
2,223
+193
SUSB icon
1783
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.04B
$37K ﹤0.01%
1,470
RCS
1784
PIMCO Strategic Income Fund
RCS
$309M
$37K ﹤0.01%
5,313
IBOC icon
1785
International Bancshares
IBOC
$4.38B
$36.7K ﹤0.01%
551
S icon
1786
SentinelOne
S
$5.01B
$36.6K ﹤0.01%
2,000
GEO icon
1787
The GEO Group
GEO
$2.22B
$36.4K ﹤0.01%
1,520
+29
REGL icon
1788
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
$36.4K ﹤0.01%
+446
APTV icon
1789
Aptiv
APTV
$16.9B
$36.3K ﹤0.01%
532
-1,965
PBH icon
1790
Prestige Consumer Healthcare
PBH
$2.97B
$36.2K ﹤0.01%
453
IGOV icon
1791
iShares International Treasury Bond ETF
IGOV
$991M
$36.2K ﹤0.01%
839
+277
MDYV icon
1792
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.47B
$35.9K ﹤0.01%
452
NXT icon
1793
Nextpower Inc
NXT
$13.2B
$35.8K ﹤0.01%
659
+42
CSHI icon
1794
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$764M
$35.8K ﹤0.01%
720
COLD icon
1795
Americold
COLD
$3.48B
$35.8K ﹤0.01%
2,151
-1,020
XPEV icon
1796
XPeng
XPEV
$18.9B
$35.8K ﹤0.01%
+2,000
LAUR icon
1797
Laureate Education
LAUR
$4.99B
$35.7K ﹤0.01%
+1,528
STN icon
1798
Stantec
STN
$10.7B
$35.6K ﹤0.01%
327
+42
DCOM icon
1799
Dime Community Bancshares
DCOM
$1.39B
$35.5K ﹤0.01%
1,316
-71
BEAM icon
1800
Beam Therapeutics
BEAM
$2.7B
$35.4K ﹤0.01%
2,083
+36
70 71
72
73 74