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
JANX icon
2501
Janux Therapeutics
JANX
$829M
$3.95K ﹤0.01%
171
AVLV icon
2502
Avantis US Large Cap Value ETF
AVLV
$9.09B
$3.89K ﹤0.01%
+57
FROG icon
2503
JFrog
FROG
$7.9B
$3.86K ﹤0.01%
88
-205
FJP icon
2504
First Trust Japan AlphaDEX Fund
FJP
$206M
$3.82K ﹤0.01%
+64
CRON
2505
Cronos Group
CRON
$1.13B
$3.82K ﹤0.01%
2,000
-250
EBND icon
2506
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.21B
$3.81K ﹤0.01%
178
-3,239
WGS icon
2507
GeneDx Holdings
WGS
$4.06B
$3.79K ﹤0.01%
41
LPX icon
2508
Louisiana-Pacific
LPX
$5.63B
$3.78K ﹤0.01%
44
+11
HLI icon
2509
Houlihan Lokey
HLI
$12.4B
$3.78K ﹤0.01%
21
-31
SCHZ icon
2510
Schwab US Aggregate Bond ETF
SCHZ
$9.41B
$3.72K ﹤0.01%
160
SKM icon
2511
SK Telecom
SKM
$7.6B
$3.71K ﹤0.01%
159
-91
BANF icon
2512
BancFirst
BANF
$3.75B
$3.71K ﹤0.01%
30
-137
BKHY icon
2513
BNY Mellon High Yield Beta ETF
BKHY
$408M
$3.67K ﹤0.01%
76
+9
BKN icon
2514
BlackRock Investment Quality Municipal Trust
BKN
$192M
$3.64K ﹤0.01%
334
SITM icon
2515
SiTime
SITM
$9.57B
$3.62K ﹤0.01%
17
-14
MT icon
2516
ArcelorMittal
MT
$34B
$3.6K ﹤0.01%
+114
RGR icon
2517
Sturm, Ruger & Co
RGR
$511M
$3.59K ﹤0.01%
100
CART icon
2518
Maplebear
CART
$12.1B
$3.57K ﹤0.01%
79
-12
ELP icon
2519
Companhia Paranaense de Energia (COPEL)
ELP
$7.2B
$3.57K ﹤0.01%
+391
SLM icon
2520
SLM Corp
SLM
$5.55B
$3.54K ﹤0.01%
108
+3
BLKB icon
2521
Blackbaud
BLKB
$3.04B
$3.53K ﹤0.01%
55
-129
FDT icon
2522
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$772M
$3.51K ﹤0.01%
+51
VNAM icon
2523
Global X MSCI Vietnam ETF
VNAM
$26.1M
$3.5K ﹤0.01%
+200
LBRT icon
2524
Liberty Energy
LBRT
$2.83B
$3.5K ﹤0.01%
305
CNOB icon
2525
Center Bancorp
CNOB
$1.39B
$3.5K ﹤0.01%
+151
99 100
101
102 103