We are live on ! Find out more
CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$229M
2 +$182M
3 +$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

1 +$314M
2 +$233M
3 +$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

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
AZTA icon
2526
Azenta
AZTA
$1.05B
$5.75K ﹤0.01%
200
PALL icon
2527
abrdn Physical Palladium Shares ETF
PALL
$648M
$5.71K ﹤0.01%
250
WLDN icon
2528
Willdan Group
WLDN
$1.49B
$5.71K ﹤0.01%
+59
RHLD
2529
Resolute Holdings Management
RHLD
$977M
$5.7K ﹤0.01%
79
GRND icon
2530
Grindr
GRND
$1.96B
$5.69K ﹤0.01%
379
NKTR icon
2531
Nektar Therapeutics
NKTR
$1.91B
$5.69K ﹤0.01%
+100
ZTO icon
2532
ZTO Express
ZTO
$16.9B
$5.66K ﹤0.01%
295
-81
RC.PRC
2533
Ready Capital Corp 6.25% Series C Preferred Stock
RC.PRC
$4.2M
$5.63K ﹤0.01%
+350
HSAI
2534
Hesai Group
HSAI
$3.01B
$5.62K ﹤0.01%
+200
BETR icon
2535
Better Home & Finance Holding
BETR
$480M
$5.61K ﹤0.01%
100
-1,500
REZ icon
2536
iShares Residential and Multisector Real Estate ETF
REZ
$835M
$5.61K ﹤0.01%
66
SPXU icon
2537
ProShares UltraPro Short S&P 500
SPXU
$515M
$5.61K ﹤0.01%
104
FRA icon
2538
BlackRock Floating Rate Income Strategies Fund
FRA
$385M
$5.58K ﹤0.01%
430
HURN icon
2539
Huron Consulting
HURN
$1.78B
$5.58K ﹤0.01%
38
-6
FLGV icon
2540
Franklin US Treasury Bond ETF
FLGV
$1.02B
$5.53K ﹤0.01%
268
BBAX icon
2541
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.16B
$5.52K ﹤0.01%
98
-55
STRZ
2542
Starz Entertainment Corp
STRZ
$441M
$5.42K ﹤0.01%
+368
HAUZ icon
2543
Xtrackers International Real Estate ETF
HAUZ
$1B
$5.42K ﹤0.01%
+230
DRIV icon
2544
Global X Autonomous & Electric Vehicles ETF
DRIV
$450M
$5.37K ﹤0.01%
190
-39
BILI icon
2545
Bilibili
BILI
$7.49B
$5.37K ﹤0.01%
191
-175
SRPT icon
2546
Sarepta Therapeutics
SRPT
$1.64B
$5.3K ﹤0.01%
275
+24
BITO icon
2547
ProShares Bitcoin Strategy ETF
BITO
$1.49B
$5.28K ﹤0.01%
268
-199
CLDT
2548
Chatham Lodging
CLDT
$538M
$5.27K ﹤0.01%
786
IBTK icon
2549
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$872M
$5.27K ﹤0.01%
+265
FCFS icon
2550
FirstCash
FCFS
$9.81B
$5.23K ﹤0.01%
33
-24