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
FRPH icon
2626
FRP Holdings
FRPH
$427M
$2.12K ﹤0.01%
79
+13
HFRO
2627
Highland Opportunities and Income Fund
HFRO
$344M
$2.1K ﹤0.01%
404
+8
SLP icon
2628
Simulations Plus
SLP
$378M
$2.09K ﹤0.01%
120
-135
CALM icon
2629
Cal-Maine
CALM
$4.16B
$2.09K ﹤0.01%
21
+15
BLNK icon
2630
Blink Charging
BLNK
$110M
$2.09K ﹤0.01%
2,220
+4
FENY icon
2631
Fidelity MSCI Energy Index ETF
FENY
$1.27B
$2.08K ﹤0.01%
89
+1
THCH icon
2632
TH International
THCH
$68.5M
$2.08K ﹤0.01%
700
GT icon
2633
Goodyear
GT
$2.54B
$2.07K ﹤0.01%
200
GLDD icon
2634
Great Lakes Dredge & Dock
GLDD
$919M
$2.07K ﹤0.01%
170
LBTYA icon
2635
Liberty Global Class A
LBTYA
$3.77B
$2.07K ﹤0.01%
207
YORW icon
2636
York Water
YORW
$476M
$2.05K ﹤0.01%
65
NFBK icon
2637
Northfield Bancorp
NFBK
$503M
$2.04K ﹤0.01%
+178
SWTX
2638
DELISTED
SpringWorks Therapeutics
SWTX
$2.02K ﹤0.01%
43
-38
IMTM icon
2639
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.47B
$2.01K ﹤0.01%
44
SUSC icon
2640
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2K ﹤0.01%
86
ALLY icon
2641
Ally Financial
ALLY
$14.1B
$1.99K ﹤0.01%
51
-85
JNUG icon
2642
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$642M
$1.99K ﹤0.01%
25
MMS icon
2643
Maximus
MMS
$4.8B
$1.97K ﹤0.01%
28
+10
VOYG
2644
Voyager Technologies
VOYG
$1.57B
$1.96K ﹤0.01%
+50
CPRI icon
2645
Capri Holdings
CPRI
$3.01B
$1.95K ﹤0.01%
110
-135
GWAV icon
2646
Greenwave Technology Solutions
GWAV
$4.6M
$1.93K ﹤0.01%
91
SPHR icon
2647
Sphere Entertainment
SPHR
$3.29B
$1.92K ﹤0.01%
46
-1,010
INV
2648
Innventure Inc
INV
$294M
$1.92K ﹤0.01%
400
ASBP
2649
Aspire Biopharma
ASBP
$13.5M
$1.91K ﹤0.01%
+7,108
MCR
2650
MFS Charter Income Trust
MCR
$261M
$1.91K ﹤0.01%
300
104 105
106
107 108