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
HTBK icon
2551
Heritage Commerce
HTBK
$761M
$3.16K ﹤0.01%
+318
HERO icon
2552
Global X Video Games & Esports ETF
HERO
$112M
$3.14K ﹤0.01%
96
MNMD icon
2553
MindMed
MNMD
$1.25B
$3.14K ﹤0.01%
484
+61
ST icon
2554
Sensata Technologies
ST
$4.94B
$3.13K ﹤0.01%
104
-1,299
FINX icon
2555
Global X FinTech ETF
FINX
$261M
$3.11K ﹤0.01%
+91
FINV
2556
FinVolution Group
FINV
$1.31B
$3.06K ﹤0.01%
+323
GRID icon
2557
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.98B
$3.06K ﹤0.01%
22
JTEK icon
2558
JPMorgan US Tech Leaders ETF
JTEK
$3.17B
$3.04K ﹤0.01%
+36
CLB icon
2559
Core Laboratories
CLB
$756M
$3.03K ﹤0.01%
263
-729
GENC icon
2560
Gencor Industries
GENC
$186M
$3.01K ﹤0.01%
215
-144
OUST icon
2561
Ouster
OUST
$1.33B
$3.01K ﹤0.01%
124
-763
SVM
2562
Silvercorp Metals
SVM
$1.91B
$3K ﹤0.01%
712
WASH icon
2563
Washington Trust Bancorp
WASH
$581M
$2.97K ﹤0.01%
+105
STEM icon
2564
Stem
STEM
$140M
$2.96K ﹤0.01%
476
FBT icon
2565
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.38B
$2.9K ﹤0.01%
18
-132
NMRK icon
2566
Newmark Group
NMRK
$3.16B
$2.9K ﹤0.01%
239
-332
RIG icon
2567
Transocean
RIG
$4.37B
$2.89K ﹤0.01%
1,117
+988
IPAR icon
2568
Interparfums
IPAR
$2.7B
$2.89K ﹤0.01%
22
WFRD icon
2569
Weatherford International
WFRD
$5.65B
$2.87K ﹤0.01%
57
+5
PX icon
2570
P10
PX
$1.09B
$2.86K ﹤0.01%
280
ICL icon
2571
ICL Group
ICL
$6.43B
$2.83K ﹤0.01%
+411
JHX icon
2572
James Hardie Industries
JHX
$11.9B
$2.77K ﹤0.01%
+103
GTN icon
2573
Gray Television
GTN
$521M
$2.72K ﹤0.01%
600
ATHM icon
2574
Autohome
ATHM
$2.73B
$2.71K ﹤0.01%
105
SONO icon
2575
Sonos
SONO
$2.22B
$2.7K ﹤0.01%
250
-140