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
RDY icon
2501
Dr. Reddy's Laboratories
RDY
$11.6B
$6.71K ﹤0.01%
480
ITUB icon
2502
Itaú Unibanco
ITUB
$76.1B
$6.69K ﹤0.01%
911
+275
SMBS
2503
Schwab Mortgage-Backed Securities ETF
SMBS
$5.8B
$6.68K ﹤0.01%
+260
HTH icon
2504
Hilltop Holdings
HTH
$2.15B
$6.68K ﹤0.01%
200
WGS icon
2505
GeneDx Holdings
WGS
$3.94B
$6.68K ﹤0.01%
62
+21
UHAL icon
2506
U-Haul Holding Co
UHAL
$9.89B
$6.68K ﹤0.01%
117
+13
BC icon
2507
Brunswick
BC
$4.92B
$6.64K ﹤0.01%
105
-80
ALK icon
2508
Alaska Air
ALK
$6.02B
$6.62K ﹤0.01%
133
RING icon
2509
iShares MSCI Global Gold Miners ETF
RING
$2.92B
$6.6K ﹤0.01%
102
NGVC icon
2510
Vitamin Cottage Natural Grocers
NGVC
$577M
$6.54K ﹤0.01%
164
+1
TLK icon
2511
Telkom Indonesia
TLK
$20.8B
$6.53K ﹤0.01%
347
-206
GMAB icon
2512
Genmab
GMAB
$19.4B
$6.47K ﹤0.01%
211
-572
SOND
2513
DELISTED
Sonder
SOND
$6.35K ﹤0.01%
5,000
PIO icon
2514
Invesco Global Water ETF
PIO
$270M
$6.34K ﹤0.01%
141
OMFL icon
2515
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.87B
$6.22K ﹤0.01%
+103
CRDF icon
2516
Cardiff Oncology
CRDF
$168M
$6.18K ﹤0.01%
+3,000
CNMD icon
2517
CONMED
CNMD
$1.25B
$6.11K ﹤0.01%
130
ABSI icon
2518
Absci
ABSI
$513M
$6.09K ﹤0.01%
2,005
VCTR icon
2519
Victory Capital Holdings
VCTR
$4.08B
$6.09K ﹤0.01%
94
-22
GSST icon
2520
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.21B
$6.08K ﹤0.01%
120
-141
NHC icon
2521
National Healthcare
NHC
$2.2B
$6.08K ﹤0.01%
50
HIMU
2522
iShares High Yield Muni Active ETF
HIMU
$2.34B
$6K ﹤0.01%
+122
SEDG icon
2523
SolarEdge
SEDG
$1.7B
$5.99K ﹤0.01%
162
+100
CX icon
2524
Cemex
CX
$16.8B
$5.92K ﹤0.01%
658
-3,750
QGEN icon
2525
Qiagen
QGEN
$9.75B
$5.76K ﹤0.01%
129
-38
99 100
101
102 103