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
AUB icon
1801
Atlantic Union Bankshares
AUB
$5.22B
$35.4K ﹤0.01%
1,131
SIGI icon
1802
Selective Insurance
SIGI
$5.11B
$35.4K ﹤0.01%
408
+35
LSTR icon
1803
Landstar System
LSTR
$4.97B
$35.3K ﹤0.01%
254
-7
ECG
1804
Everus Construction Group
ECG
$4.54B
$35.3K ﹤0.01%
555
JHEM icon
1805
John Hancock Multifactor Emerging Markets ETF
JHEM
$629M
$35.2K ﹤0.01%
+1,205
CSW
1806
CSW Industrials
CSW
$5.11B
$35K ﹤0.01%
122
-4
FDMO icon
1807
Fidelity Momentum Factor ETF
FDMO
$589M
$34.9K ﹤0.01%
460
MHO icon
1808
M/I Homes
MHO
$3.34B
$34.6K ﹤0.01%
309
-92
BATRA icon
1809
Atlanta Braves Holdings Series A
BATRA
$2.69B
$34.6K ﹤0.01%
703
SII
1810
Sprott
SII
$2.49B
$34.5K ﹤0.01%
500
ELME
1811
Elme Communities
ELME
$1.53B
$34.3K ﹤0.01%
2,158
-1,000
AZEK
1812
DELISTED
The AZEK Co
AZEK
$34.3K ﹤0.01%
631
-2,211
ALRM icon
1813
Alarm.com
ALRM
$2.63B
$34.3K ﹤0.01%
606
+593
MSGS icon
1814
Madison Square Garden
MSGS
$5.93B
$34.3K ﹤0.01%
164
-132
CSWC icon
1815
Capital Southwest
CSWC
$1.24B
$34.2K ﹤0.01%
1,551
-1
CIBR icon
1816
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$34K ﹤0.01%
450
+132
NCNO icon
1817
nCino
NCNO
$2.95B
$33.8K ﹤0.01%
1,210
-65
CHH icon
1818
Choice Hotels
CHH
$4.49B
$33.8K ﹤0.01%
266
-308
LENZ
1819
LENZ Therapeutics
LENZ
$563M
$33.6K ﹤0.01%
1,146
BWIN
1820
Baldwin Insurance Group
BWIN
$1.7B
$33.5K ﹤0.01%
783
LIVN icon
1821
LivaNova
LIVN
$3.43B
$33.5K ﹤0.01%
744
-5
PFS icon
1822
Provident Financial Services
PFS
$2.73B
$33.5K ﹤0.01%
1,910
MBWM icon
1823
Mercantile Bank Corp
MBWM
$805M
$33.1K ﹤0.01%
713
BAP icon
1824
Credicorp
BAP
$22.7B
$33.1K ﹤0.01%
148
+12
GSG icon
1825
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.07B
$33.1K ﹤0.01%
1,500
71 72
73
74 75