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
ARGX icon
2001
argenx
ARGX
$52.2B
$20.9K ﹤0.01%
38
-153
NWL icon
2002
Newell Brands
NWL
$1.58B
$20.9K ﹤0.01%
3,878
+901
PRM icon
2003
Perimeter Solutions
PRM
$4.11B
$20.9K ﹤0.01%
1,500
CRCL
2004
Circle Internet Group
CRCL
$19.1B
$20.8K ﹤0.01%
+115
RSPH icon
2005
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$758M
$20.8K ﹤0.01%
713
BRBR icon
2006
BellRing Brands
BRBR
$3.47B
$20.7K ﹤0.01%
358
-471
HE icon
2007
Hawaiian Electric Industries
HE
$2.1B
$20.6K ﹤0.01%
1,941
-452
EVV
2008
Eaton Vance Limited Duration Income Fund
EVV
$1.14B
$20.5K ﹤0.01%
2,000
BCX icon
2009
BlackRock Resources & Commodities Strategy Trust
BCX
$818M
$20.5K ﹤0.01%
2,171
+40
AU icon
2010
AngloGold Ashanti
AU
$43.3B
$20.5K ﹤0.01%
449
+229
SUZ icon
2011
Suzano
SUZ
$11.8B
$20.4K ﹤0.01%
2,167
+167
NVMI icon
2012
Nova
NVMI
$9.27B
$20.4K ﹤0.01%
74
-8
SDVY icon
2013
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.56B
$20.3K ﹤0.01%
+576
NTSI icon
2014
WisdomTree International Efficient Core Fund
NTSI
$452M
$20.3K ﹤0.01%
495
PRIM icon
2015
Primoris Services
PRIM
$6.71B
$20.2K ﹤0.01%
259
-23
TU icon
2016
Telus
TU
$19.6B
$20.1K ﹤0.01%
1,250
-15,660
BGT icon
2017
BlackRock Floating Rate Income Trust
BGT
$313M
$20K ﹤0.01%
1,600
IOT icon
2018
Samsara
IOT
$22B
$19.9K ﹤0.01%
500
+469
SPHD icon
2019
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.05B
$19.9K ﹤0.01%
418
+1
CPK icon
2020
Chesapeake Utilities
CPK
$3.05B
$19.8K ﹤0.01%
165
-1
BETR icon
2021
Better Home & Finance Holding
BETR
$554M
$19.8K ﹤0.01%
1,600
-1,718
PRG icon
2022
PROG Holdings
PRG
$1.21B
$19.8K ﹤0.01%
675
DFAI icon
2023
Dimensional International Core Equity Market ETF
DFAI
$12.6B
$19.8K ﹤0.01%
+573
TSQ icon
2024
Townsquare Media
TSQ
$86.7M
$19.8K ﹤0.01%
+2,500
DB icon
2025
Deutsche Bank
DB
$73.6B
$19.7K ﹤0.01%
674
+303
79 80
81
82 83