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
SAIC icon
2476
Saic
SAIC
$4.55B
$7.53K ﹤0.01%
76
-10
VDC icon
2477
Vanguard Consumer Staples ETF
VDC
$7.28B
$7.48K ﹤0.01%
35
-22
VICR icon
2478
Vicor
VICR
$4.39B
$7.46K ﹤0.01%
150
CROX icon
2479
Crocs
CROX
$4.64B
$7.44K ﹤0.01%
89
XFOR icon
2480
X4 Pharmaceuticals
XFOR
$320M
$7.41K ﹤0.01%
2,166
CLF icon
2481
Cleveland-Cliffs
CLF
$7.39B
$7.39K ﹤0.01%
606
-1
TRNS icon
2482
Transcat
TRNS
$562M
$7.39K ﹤0.01%
101
+1
CNXC icon
2483
Concentrix
CNXC
$2.5B
$7.38K ﹤0.01%
160
TXRH icon
2484
Texas Roadhouse
TXRH
$11.5B
$7.31K ﹤0.01%
44
-53
RCI icon
2485
Rogers Communications
RCI
$19.8B
$7.31K ﹤0.01%
212
UNFI icon
2486
United Natural Foods
UNFI
$2.01B
$7.26K ﹤0.01%
193
WF icon
2487
Woori Financial
WF
$13.8B
$7.24K ﹤0.01%
129
PPC icon
2488
Pilgrim's Pride
PPC
$9.35B
$7.21K ﹤0.01%
177
-1,012
VAW icon
2489
Vanguard Materials ETF
VAW
$2.84B
$7.17K ﹤0.01%
35
-9
AMG icon
2490
Affiliated Managers Group
AMG
$7.73B
$7.15K ﹤0.01%
30
-39
USIO icon
2491
Usio Inc
USIO
$39.9M
$7.12K ﹤0.01%
+5,013
TGTX icon
2492
TG Therapeutics
TGTX
$4.75B
$7.12K ﹤0.01%
197
-693
PGNY icon
2493
Progyny
PGNY
$2.26B
$7.1K ﹤0.01%
330
RIOT icon
2494
Riot Platforms
RIOT
$4.97B
$7.1K ﹤0.01%
373
TMV icon
2495
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$167M
$7.01K ﹤0.01%
200
LDWY icon
2496
Lendway
LDWY
$5.88M
$7.01K ﹤0.01%
1,285
NTSE icon
2497
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$35.3M
$6.99K ﹤0.01%
193
NVST icon
2498
Envista
NVST
$3.66B
$6.91K ﹤0.01%
339
SVOL icon
2499
Simplify Volatility Premium ETF
SVOL
$653M
$6.88K ﹤0.01%
382
CART icon
2500
Maplebear
CART
$11.8B
$6.73K ﹤0.01%
183
+104