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
LC icon
1951
LendingClub
LC
$2.27B
$24.1K ﹤0.01%
2,000
-3,492
CVNA icon
1952
Carvana
CVNA
$63.7B
$23.9K ﹤0.01%
71
+11
CNRG icon
1953
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$196M
$23.8K ﹤0.01%
401
+1
EUFN icon
1954
iShares MSCI Europe Financials ETF
EUFN
$4.49B
$23.8K ﹤0.01%
751
+40
ATEN icon
1955
A10 Networks
ATEN
$1.29B
$23.6K ﹤0.01%
1,222
+279
AMAL icon
1956
Amalgamated Financial
AMAL
$987M
$23.5K ﹤0.01%
753
+307
CNA icon
1957
CNA Financial
CNA
$12.8B
$23.4K ﹤0.01%
504
-388
CWBC
1958
Community West Bancshares
CWBC
$441M
$23.4K ﹤0.01%
1,200
-58
BIO icon
1959
Bio-Rad Laboratories Class A
BIO
$8.13B
$23.4K ﹤0.01%
97
-41,313
VIGI icon
1960
Vanguard International Dividend Appreciation ETF
VIGI
$8.99B
$23.4K ﹤0.01%
259
-60
SYM icon
1961
Symbotic
SYM
$6.7B
$23.2K ﹤0.01%
596
BFIN icon
1962
BankFinancial
BFIN
$158M
$23.1K ﹤0.01%
2,000
BFOR icon
1963
Barron's 400 ETF
BFOR
$186M
$23.1K ﹤0.01%
300
-350
PINE
1964
Alpine Income Property Trust
PINE
$233M
$23.1K ﹤0.01%
1,570
FENI icon
1965
Fidelity Enhanced International ETF
FENI
$5.54B
$23K ﹤0.01%
691
+633
IYE icon
1966
iShares US Energy ETF
IYE
$1.1B
$22.9K ﹤0.01%
507
UNG icon
1967
United States Natural Gas Fund
UNG
$443M
$22.9K ﹤0.01%
1,500
-10
AKR icon
1968
Acadia Realty Trust
AKR
$2.7B
$22.9K ﹤0.01%
1,234
MTX icon
1969
Minerals Technologies
MTX
$1.89B
$22.9K ﹤0.01%
415
+81
LEGH icon
1970
Legacy Housing
LEGH
$474M
$22.7K ﹤0.01%
1,000
XLRE icon
1971
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.34B
$22.5K ﹤0.01%
543
-2,182
BNL icon
1972
Broadstone Net Lease
BNL
$3.32B
$22.5K ﹤0.01%
1,400
+400
EMBJ
1973
Embraer S.A. ADS
EMBJ
$11.5B
$22.5K ﹤0.01%
395
-125
AG icon
1974
First Majestic Silver
AG
$8.18B
$22.3K ﹤0.01%
2,698
+2,648
DFAT icon
1975
Dimensional US Targeted Value ETF
DFAT
$12.3B
$22.2K ﹤0.01%
412
-7,678
77 78
79
80 81