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
CNS icon
2026
Cohen & Steers
CNS
$3.19B
$28.7K ﹤0.01%
437
+81
RYAAY icon
2027
Ryanair
RYAAY
$37.4B
$28.4K ﹤0.01%
472
+348
DOCU icon
2028
DocuSign
DOCU
$13.5B
$28.4K ﹤0.01%
394
+33
AMRZ
2029
Amrize Ltd
AMRZ
$30.6B
$28.3K ﹤0.01%
584
ARGX icon
2030
argenx
ARGX
$52.4B
$28.3K ﹤0.01%
38
BNTX icon
2031
BioNTech
BNTX
$22.2B
$28.2K ﹤0.01%
286
REGL icon
2032
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
$28K ﹤0.01%
328
-118
CDIG
2033
City Different Investments Global Equity ETF
CDIG
$28.8M
$27.9K ﹤0.01%
+1,119
YELP icon
2034
Yelp
YELP
$1.88B
$27.8K ﹤0.01%
892
+446
MPTI icon
2035
M-tron Industries
MPTI
$156M
$27.7K ﹤0.01%
500
RUSHA icon
2036
Rush Enterprises Class A
RUSHA
$4.38B
$27.7K ﹤0.01%
518
+431
BXMT icon
2037
Blackstone Mortgage Trust
BXMT
$3.38B
$27.6K ﹤0.01%
1,500
-155
LTH icon
2038
Life Time Group Holdings
LTH
$5.69B
$27.6K ﹤0.01%
1,000
SKYW icon
2039
Skywest
SKYW
$4.15B
$27.6K ﹤0.01%
274
-4
LEGH icon
2040
Legacy Housing
LEGH
$488M
$27.5K ﹤0.01%
1,000
DIV icon
2041
Global X SuperDividend US ETF
DIV
$646M
$27.5K ﹤0.01%
1,554
+562
ILCV icon
2042
iShares Morningstar Value ETF
ILCV
$1.16B
$27.5K ﹤0.01%
305
DNP icon
2043
DNP Select Income Fund
DNP
$3.73B
$27.4K ﹤0.01%
2,738
-338
IMAX icon
2044
IMAX
IMAX
$2.1B
$27.3K ﹤0.01%
+834
CVNA icon
2045
Carvana
CVNA
$64.4B
$27.2K ﹤0.01%
72
+1
ORLA
2046
Orla Mining
ORLA
$4.61B
$27K ﹤0.01%
+2,500
IUSB icon
2047
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$26.8K ﹤0.01%
+574
PAG icon
2048
Penske Automotive Group
PAG
$11.1B
$26.8K ﹤0.01%
154
-3
OCSL icon
2049
Oaktree Specialty Lending
OCSL
$1.13B
$26.8K ﹤0.01%
2,050
IVOO icon
2050
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.98B
$26.5K ﹤0.01%
240