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
HNST icon
2526
The Honest Company
HNST
$312M
$3.49K ﹤0.01%
685
STKL
2527
SunOpta
STKL
$439M
$3.48K ﹤0.01%
600
-1
JHI
2528
John Hancock Investors Trust
JHI
$118M
$3.48K ﹤0.01%
251
ICFI icon
2529
ICF International
ICFI
$1.58B
$3.47K ﹤0.01%
41
LTC
2530
LTC Properties
LTC
$1.63B
$3.46K ﹤0.01%
100
GEL icon
2531
Genesis Energy
GEL
$1.9B
$3.45K ﹤0.01%
200
CTBI icon
2532
Community Trust Bancorp
CTBI
$1.06B
$3.44K ﹤0.01%
65
FSTR icon
2533
Foster
FSTR
$295M
$3.43K ﹤0.01%
157
-87
NVNO icon
2534
enVVeno Medical
NVNO
$6.47M
$3.43K ﹤0.01%
860
HOVR icon
2535
New Horizon Aircraft
HOVR
$73.3M
$3.42K ﹤0.01%
2,000
APEI icon
2536
American Public Education
APEI
$694M
$3.41K ﹤0.01%
112
-121
BYRN icon
2537
Byrna Technologies
BYRN
$394M
$3.4K ﹤0.01%
110
TAL icon
2538
TAL Education Group
TAL
$6.57B
$3.37K ﹤0.01%
330
TPZ
2539
Tortoise Power & Energy Infrastructure Fund
TPZ
$120M
$3.36K ﹤0.01%
164
CWT icon
2540
California Water Service
CWT
$2.56B
$3.33K ﹤0.01%
73
GENI icon
2541
Genius Sports
GENI
$2.58B
$3.33K ﹤0.01%
320
CSTM icon
2542
Constellium
CSTM
$2.59B
$3.33K ﹤0.01%
250
FYBR icon
2543
Frontier Communications
FYBR
$9.54B
$3.31K ﹤0.01%
91
-9
CPA icon
2544
Copa Holdings
CPA
$5.11B
$3.3K ﹤0.01%
30
-60
SXI icon
2545
Standex International
SXI
$2.73B
$3.29K ﹤0.01%
21
-6
VIXY icon
2546
ProShares VIX Short-Term Futures ETF
VIXY
$66.8M
$3.28K ﹤0.01%
+70
AMSF icon
2547
AMERISAFE
AMSF
$739M
$3.28K ﹤0.01%
75
DPRO
2548
Draganfly
DPRO
$193M
$3.17K ﹤0.01%
+1,000
SBSW icon
2549
Sibanye-Stillwater
SBSW
$10.1B
$3.17K ﹤0.01%
+439
FMET icon
2550
Fidelity Metaverse ETF
FMET
$50.7M
$3.16K ﹤0.01%
93