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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1 +$247M
2 +$181M
3 +$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1 +$315M
2 +$229M
3 +$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

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
FSTR icon
2601
Foster
FSTR
$299M
$4.23K ﹤0.01%
157
HYEM icon
2602
VanEck Emerging Markets High Yield Bond ETF
HYEM
$437M
$4.21K ﹤0.01%
210
FOXF icon
2603
Fox Factory Holding Corp
FOXF
$735M
$4.2K ﹤0.01%
173
DJCO icon
2604
Daily Journal
DJCO
$732M
$4.19K ﹤0.01%
+9
JANX icon
2605
Janux Therapeutics
JANX
$844M
$4.18K ﹤0.01%
171
FJP icon
2606
First Trust Japan AlphaDEX Fund
FJP
$204M
$4.17K ﹤0.01%
64
FROG icon
2607
JFrog
FROG
$7.78B
$4.17K ﹤0.01%
88
PBYI icon
2608
Puma Biotechnology
PBYI
$283M
$4.12K ﹤0.01%
775
THS icon
2609
Treehouse Foods
THS
$1.2B
$4.04K ﹤0.01%
200
-3,474
NSA icon
2610
National Storage Affiliates Trust
NSA
$2.19B
$4.02K ﹤0.01%
133
+4
NOV icon
2611
NOV
NOV
$5.67B
$3.98K ﹤0.01%
300
-1,000
GENI icon
2612
Genius Sports
GENI
$2.57B
$3.96K ﹤0.01%
320
SONO icon
2613
Sonos
SONO
$2.2B
$3.95K ﹤0.01%
250
SGHT icon
2614
Sight Sciences
SGHT
$437M
$3.95K ﹤0.01%
1,148
MLCO icon
2615
Melco Resorts & Entertainment
MLCO
$3.08B
$3.94K ﹤0.01%
430
-1,050
JMUB icon
2616
JPMorgan Municipal ETF
JMUB
$6.34B
$3.94K ﹤0.01%
+78
BBW icon
2617
Build-A-Bear
BBW
$696M
$3.91K ﹤0.01%
+60
AMN icon
2618
AMN Healthcare
AMN
$631M
$3.91K ﹤0.01%
202
-20
ADUS icon
2619
Addus HomeCare
ADUS
$2.07B
$3.89K ﹤0.01%
33
-13
ALLY icon
2620
Ally Financial
ALLY
$14B
$3.88K ﹤0.01%
99
+48
TME icon
2621
Tencent Music
TME
$27.5B
$3.85K ﹤0.01%
165
-200
FDT icon
2622
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$764M
$3.84K ﹤0.01%
51
ELP icon
2623
Companhia Paranaense de Energia (COPEL)
ELP
$7.39B
$3.83K ﹤0.01%
391
ICFI icon
2624
ICF International
ICFI
$1.58B
$3.81K ﹤0.01%
41
SCHZ icon
2625
Schwab US Aggregate Bond ETF
SCHZ
$9.46B
$3.75K ﹤0.01%
160