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
HBI
2201
DELISTED
Hanesbrands
HBI
$11.5K ﹤0.01%
2,506
-288
UTL icon
2202
Unitil
UTL
$857M
$11.4K ﹤0.01%
219
AL icon
2203
Air Lease Corp
AL
$7.17B
$11.4K ﹤0.01%
195
-6
NLR icon
2204
VanEck Uranium + Nuclear Energy ETF
NLR
$3.67B
$11.3K ﹤0.01%
102
-391
ICUI icon
2205
ICU Medical
ICUI
$3.58B
$11.2K ﹤0.01%
85
-102
LEG icon
2206
Leggett & Platt
LEG
$1.51B
$11.2K ﹤0.01%
1,253
-316
DGII icon
2207
Digi International
DGII
$1.65B
$11.2K ﹤0.01%
320
STCE icon
2208
Schwab Crypto Thematic ETF
STCE
$268M
$11.1K ﹤0.01%
222
+119
SAA icon
2209
ProShares Ulta SmallCap600
SAA
$23.8M
$11.1K ﹤0.01%
500
AVXL icon
2210
Anavex Life Sciences
AVXL
$328M
$11.1K ﹤0.01%
1,200
-100
BV icon
2211
BrightView Holdings
BV
$1.21B
$11K ﹤0.01%
662
ALE
2212
DELISTED
Allete
ALE
$11K ﹤0.01%
172
JAAA icon
2213
Janus Henderson AAA CLO ETF
JAAA
$24.9B
$11K ﹤0.01%
217
VNM icon
2214
VanEck Vietnam ETF
VNM
$580M
$11K ﹤0.01%
800
TEF icon
2215
Telefonica
TEF
$22.2B
$10.9K ﹤0.01%
2,092
LUMN icon
2216
Lumen
LUMN
$8.4B
$10.9K ﹤0.01%
2,496
-68
IREN icon
2217
Iris Energy
IREN
$13.1B
$10.9K ﹤0.01%
750
PHG icon
2218
Philips
PHG
$25.4B
$10.9K ﹤0.01%
454
+153
ZG icon
2219
Zillow
ZG
$16.5B
$10.9K ﹤0.01%
159
-11
ETHA
2220
iShares Ethereum Trust ETF
ETHA
$1.73B
$10.9K ﹤0.01%
571
-2,129
RWL icon
2221
Invesco S&P 500 Revenue ETF
RWL
$7.18B
$10.9K ﹤0.01%
104
TAK icon
2222
Takeda Pharmaceutical
TAK
$47.1B
$10.9K ﹤0.01%
702
-35
UTG icon
2223
Reaves Utility Income Fund
UTG
$3.22B
$10.9K ﹤0.01%
300
-1
HQH
2224
abrdn Healthcare Investors
HQH
$1.05B
$10.8K ﹤0.01%
700
+699
OZK icon
2225
Bank OZK
OZK
$5.29B
$10.8K ﹤0.01%
229
-539