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
RING icon
2476
iShares MSCI Global Gold Miners ETF
RING
$2.99B
$4.47K ﹤0.01%
102
NUSC icon
2477
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$4.46K ﹤0.01%
109
CDXS icon
2478
Codexis
CDXS
$150M
$4.39K ﹤0.01%
1,800
-2,400
SIL icon
2479
Global X Silver Miners ETF NEW
SIL
$4.73B
$4.38K ﹤0.01%
+91
WD icon
2480
Walker & Dunlop
WD
$2.05B
$4.35K ﹤0.01%
62
-1,964
PTBD icon
2481
Pacer Trendpilot US Bond ETF
PTBD
$121M
$4.33K ﹤0.01%
219
ITUB icon
2482
Itaú Unibanco
ITUB
$76.2B
$4.32K ﹤0.01%
636
-439
SRPT icon
2483
Sarepta Therapeutics
SRPT
$2.2B
$4.29K ﹤0.01%
251
-267
GBCI icon
2484
Glacier Bancorp
GBCI
$5.93B
$4.26K ﹤0.01%
99
+28
HLNE icon
2485
Hamilton Lane
HLNE
$5.91B
$4.26K ﹤0.01%
30
-20
EPIX
2486
DELISTED
ESSA Pharma
EPIX
$4.25K ﹤0.01%
2,500
JBLU icon
2487
JetBlue
JBLU
$1.75B
$4.23K ﹤0.01%
1,000
-451
PDBC icon
2488
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.64B
$4.21K ﹤0.01%
323
-5,675
RIOT icon
2489
Riot Platforms
RIOT
$5.39B
$4.21K ﹤0.01%
373
+73
HUMA icon
2490
Humacyte
HUMA
$208M
$4.18K ﹤0.01%
2,000
FCOM icon
2491
Fidelity MSCI Communication Services Index ETF
FCOM
$1.87B
$4.18K ﹤0.01%
64
HYEM icon
2492
VanEck Emerging Markets High Yield Bond ETF
HYEM
$438M
$4.16K ﹤0.01%
210
NSA icon
2493
National Storage Affiliates Trust
NSA
$2.16B
$4.13K ﹤0.01%
+129
CRAI icon
2494
CRA International
CRAI
$1.37B
$4.12K ﹤0.01%
22
XFOR icon
2495
X4 Pharmaceuticals
XFOR
$315M
$4.12K ﹤0.01%
2,166
AMPL icon
2496
Amplitude
AMPL
$1.53B
$4.09K ﹤0.01%
330
IPGP icon
2497
IPG Photonics
IPGP
$3.2B
$4.05K ﹤0.01%
59
-138
KAR icon
2498
Openlane
KAR
$3.25B
$3.98K ﹤0.01%
163
ZVRA icon
2499
Zevra Therapeutics
ZVRA
$468M
$3.96K ﹤0.01%
450
JILL icon
2500
J. Jill
JILL
$221M
$3.95K ﹤0.01%
270
98 99
100
101 102