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
TTC icon
2026
Toro Company
TTC
$7.66B
$19.7K ﹤0.01%
279
-215
AIRR icon
2027
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.45B
$19.7K ﹤0.01%
242
+161
GDYN icon
2028
Grid Dynamics Holdings
GDYN
$823M
$19.7K ﹤0.01%
1,703
+361
GVA icon
2029
Granite Construction
GVA
$4.97B
$19.6K ﹤0.01%
210
-38
IMO icon
2030
Imperial Oil
IMO
$41.6B
$19.6K ﹤0.01%
246
INCY icon
2031
Incyte
INCY
$19.1B
$19.5K ﹤0.01%
286
-427
QUBT icon
2032
Quantum Computing Inc
QUBT
$2.32B
$19.5K ﹤0.01%
1,015
-1,270
CCIF
2033
Carlyle Credit Income Fund
CCIF
$102M
$19.4K ﹤0.01%
3,000
XOP icon
2034
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
$19.2K ﹤0.01%
152
-104
CDC icon
2035
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$705M
$19.1K ﹤0.01%
300
IMKTA icon
2036
Ingles Markets
IMKTA
$1.39B
$19K ﹤0.01%
300
NRP icon
2037
Natural Resource Partners
NRP
$1.34B
$18.9K ﹤0.01%
198
SCHI icon
2038
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.63B
$18.8K ﹤0.01%
824
-6,245
FOX icon
2039
Fox Class B
FOX
$28.2B
$18.7K ﹤0.01%
363
-660
GAP
2040
The Gap Inc
GAP
$10.1B
$18.7K ﹤0.01%
858
-914
DOX icon
2041
Amdocs
DOX
$8.62B
$18.7K ﹤0.01%
205
-4,266
HBNC icon
2042
Horizon Bancorp
HBNC
$938M
$18.7K ﹤0.01%
1,215
DJT icon
2043
Trump Media & Technology Group
DJT
$4.16B
$18.7K ﹤0.01%
1,035
-179
TERN icon
2044
Terns Pharmaceuticals
TERN
$4.33B
$18.6K ﹤0.01%
5,000
UFPI icon
2045
UFP Industries
UFPI
$5.52B
$18.6K ﹤0.01%
187
-201
OPP
2046
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$196M
$18.6K ﹤0.01%
2,170
THQ
2047
abrdn Healthcare Opportunities Fund
THQ
$775M
$18.4K ﹤0.01%
1,001
+999
PAX icon
2048
Patria Investments
PAX
$2.46B
$18.3K ﹤0.01%
1,300
DKL icon
2049
Delek Logistics
DKL
$2.36B
$18.3K ﹤0.01%
425
TXRH icon
2050
Texas Roadhouse
TXRH
$11.5B
$18.2K ﹤0.01%
97
-13
80 81
82
83 84