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
VALE icon
2076
Vale
VALE
$54.7B
$25K ﹤0.01%
2,300
-488
COLD icon
2077
Americold
COLD
$3.65B
$25K ﹤0.01%
2,040
-111
PSO icon
2078
Pearson
PSO
$8.94B
$24.9K ﹤0.01%
1,757
+1,590
USO icon
2079
United States Oil Fund
USO
$923M
$24.9K ﹤0.01%
337
CNXN icon
2080
PC Connection
CNXN
$1.54B
$24.8K ﹤0.01%
400
ALTL icon
2081
Pacer Lunt Large Cap Alternator ETF
ALTL
$101M
$24.5K ﹤0.01%
578
EUFN icon
2082
iShares MSCI Europe Financials ETF
EUFN
$4.44B
$24.4K ﹤0.01%
711
-40
FENI icon
2083
Fidelity Enhanced International ETF
FENI
$5.56B
$24.3K ﹤0.01%
690
-1
SPTL icon
2084
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$24.3K ﹤0.01%
901
-875
M icon
2085
Macy's
M
$6.17B
$24.2K ﹤0.01%
1,352
+63
CRVL icon
2086
CorVel
CRVL
$3.65B
$24.2K ﹤0.01%
312
+10
CGDG icon
2087
Capital Group Dividend Growers ETF
CGDG
$3.86B
$24.1K ﹤0.01%
+696
IYE icon
2088
iShares US Energy ETF
IYE
$1.1B
$24.1K ﹤0.01%
507
BFIN icon
2089
BankFinancial
BFIN
$161M
$24.1K ﹤0.01%
2,000
CTA icon
2090
Simplify Managed Futures Strategy ETF
CTA
$1.14B
$24K ﹤0.01%
859
-280
PJT icon
2091
PJT Partners
PJT
$4.19B
$24K ﹤0.01%
135
+26
JD icon
2092
JD.com
JD
$41B
$24K ﹤0.01%
686
-141
DXPE icon
2093
DXP Enterprises
DXPE
$1.73B
$23.9K ﹤0.01%
201
+200
MMSI icon
2094
Merit Medical Systems
MMSI
$5.22B
$23.9K ﹤0.01%
287
+127
MOO icon
2095
VanEck Agribusiness ETF
MOO
$591M
$23.9K ﹤0.01%
+325
LIF
2096
Life360
LIF
$4.87B
$23.8K ﹤0.01%
+224
RPRX icon
2097
Royalty Pharma
RPRX
$16.6B
$23.7K ﹤0.01%
672
+633
DAY icon
2098
Dayforce
DAY
$11.1B
$23.7K ﹤0.01%
344
-54
ICVT icon
2099
iShares Convertible Bond ETF
ICVT
$3.68B
$23.4K ﹤0.01%
+234
ARIS
2100
DELISTED
Aris Water Solutions
ARIS
$23.4K ﹤0.01%
+949