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
LASE icon
2576
Laser Photonics
LASE
$57.8M
$2.69K ﹤0.01%
1,000
FEZ icon
2577
SPDR Euro Stoxx 50 ETF
FEZ
$4.89B
$2.69K ﹤0.01%
+45
PBYI icon
2578
Puma Biotechnology
PBYI
$284M
$2.66K ﹤0.01%
775
GLIN icon
2579
VanEck India Growth Leaders ETF
GLIN
$119M
$2.65K ﹤0.01%
55
-19
KRNT icon
2580
Kornit Digital
KRNT
$661M
$2.63K ﹤0.01%
132
+109
TRMK icon
2581
Trustmark
TRMK
$2.45B
$2.63K ﹤0.01%
72
+17
VLGEA icon
2582
Village Super Market
VLGEA
$559M
$2.62K ﹤0.01%
68
-66
ACHC icon
2583
Acadia Healthcare
ACHC
$1.3B
$2.61K ﹤0.01%
115
-15
RRR icon
2584
Red Rock Resorts
RRR
$3.79B
$2.6K ﹤0.01%
50
-20
PRVA icon
2585
Privia Health
PRVA
$2.91B
$2.6K ﹤0.01%
113
-67
CALF icon
2586
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.74B
$2.59K ﹤0.01%
65
NNE
2587
Nano Nuclear Energy
NNE
$1.67B
$2.59K ﹤0.01%
75
-1,500
FWRD icon
2588
Forward Air
FWRD
$782M
$2.58K ﹤0.01%
105
AAMI
2589
Acadian Asset Management
AAMI
$1.7B
$2.57K ﹤0.01%
+73
HIMX
2590
Himax Technologies
HIMX
$1.41B
$2.57K ﹤0.01%
288
+30
RHLD
2591
Resolute Holdings Management
RHLD
$1.86B
$2.52K ﹤0.01%
79
RMBS icon
2592
Rambus
RMBS
$10.4B
$2.5K ﹤0.01%
39
+37
PSO icon
2593
Pearson
PSO
$8.94B
$2.49K ﹤0.01%
167
BIRK icon
2594
Birkenstock
BIRK
$7.83B
$2.46K ﹤0.01%
50
GPK icon
2595
Graphic Packaging
GPK
$4.55B
$2.42K ﹤0.01%
115
-85
IEZ icon
2596
iShares US Oil Equipment & Services ETF
IEZ
$142M
$2.41K ﹤0.01%
142
ATRC icon
2597
AtriCure
ATRC
$2.04B
$2.39K ﹤0.01%
73
SNN icon
2598
Smith & Nephew
SNN
$13.9B
$2.39K ﹤0.01%
+78
CLOU icon
2599
Global X Cloud Computing ETF
CLOU
$274M
$2.38K ﹤0.01%
+102
H icon
2600
Hyatt Hotels
H
$15.6B
$2.37K ﹤0.01%
17
-37
102 103
104
105 106