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
PACB icon
2651
Pacific Biosciences
PACB
$556M
$1.87K ﹤0.01%
1,509
BRCC icon
2652
BRC Inc
BRCC
$144M
$1.86K ﹤0.01%
1,420
DEC
2653
Diversified Energy Company
DEC
$1.07B
$1.85K ﹤0.01%
+126
EYE icon
2654
National Vision
EYE
$2.27B
$1.84K ﹤0.01%
80
-120
IAG icon
2655
IAMGOLD
IAG
$9.66B
$1.84K ﹤0.01%
250
ATKR icon
2656
Atkore
ATKR
$2.17B
$1.83K ﹤0.01%
26
+1
HTHT icon
2657
Huazhu Hotels Group
HTHT
$15.1B
$1.83K ﹤0.01%
+54
TALO icon
2658
Talos Energy
TALO
$1.86B
$1.83K ﹤0.01%
216
DNN icon
2659
Denison Mines
DNN
$2.46B
$1.82K ﹤0.01%
1,000
PFBC icon
2660
Preferred Bank
PFBC
$1.22B
$1.82K ﹤0.01%
21
KALV icon
2661
KalVista Pharmaceuticals
KALV
$770M
$1.81K ﹤0.01%
160
BLV icon
2662
Vanguard Long-Term Bond ETF
BLV
$5.74B
$1.81K ﹤0.01%
26
-401
GNTX icon
2663
Gentex
GNTX
$5.16B
$1.8K ﹤0.01%
82
-333
KRNY icon
2664
Kearny Financial
KRNY
$494M
$1.8K ﹤0.01%
+278
TFII icon
2665
TFI International
TFII
$8.6B
$1.79K ﹤0.01%
20
-150
BBD icon
2666
Banco Bradesco
BBD
$35.4B
$1.79K ﹤0.01%
580
-483
BWX icon
2667
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.33B
$1.79K ﹤0.01%
76
-223
ROG icon
2668
Rogers Corp
ROG
$1.68B
$1.78K ﹤0.01%
+26
ULCC icon
2669
Frontier Group Holdings
ULCC
$1.12B
$1.77K ﹤0.01%
+488
BTAL icon
2670
AGF US Market Neutral Anti-Beta Fund
BTAL
$357M
$1.77K ﹤0.01%
+100
TPST icon
2671
Tempest Therapeutics
TPST
$15.4M
$1.77K ﹤0.01%
260
+250
COMP icon
2672
Compass
COMP
$5.95B
$1.76K ﹤0.01%
281
FTXO icon
2673
First Trust Nasdaq Bank ETF
FTXO
$277M
$1.75K ﹤0.01%
+53
GES icon
2674
Guess Inc
GES
$874M
$1.73K ﹤0.01%
+143
INFL icon
2675
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.31B
$1.73K ﹤0.01%
+41