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
JHMM icon
2701
John Hancock Multifactor Mid Cap ETF
JHMM
$4.62B
$1.53K ﹤0.01%
25
FGEN icon
2702
FibroGen
FGEN
$34.8M
$1.52K ﹤0.01%
287
WNC icon
2703
Wabash National
WNC
$364M
$1.52K ﹤0.01%
+143
TPB icon
2704
Turning Point Brands
TPB
$2.08B
$1.51K ﹤0.01%
20
-15
IAS icon
2705
Integral Ad Science
IAS
$1.72B
$1.5K ﹤0.01%
180
BRC icon
2706
Brady Corp
BRC
$3.82B
$1.5K ﹤0.01%
22
-7
APPN icon
2707
Appian
APPN
$2.72B
$1.49K ﹤0.01%
50
DOLE icon
2708
Dole
DOLE
$1.45B
$1.48K ﹤0.01%
106
MSGE icon
2709
Madison Square Garden
MSGE
$2.49B
$1.48K ﹤0.01%
37
-497
SANM icon
2710
Sanmina
SANM
$8.27B
$1.47K ﹤0.01%
+15
VITL icon
2711
Vital Farms
VITL
$1.49B
$1.46K ﹤0.01%
38
-857
TCRT icon
2712
Alaunos Therapeutics
TCRT
$7.95M
$1.46K ﹤0.01%
300
LZB icon
2713
La-Z-Boy
LZB
$1.62B
$1.45K ﹤0.01%
39
-44
DINO icon
2714
HF Sinclair
DINO
$8.68B
$1.44K ﹤0.01%
35
+8
ZROZ icon
2715
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.64B
$1.43K ﹤0.01%
21
CMCO icon
2716
Columbus McKinnon
CMCO
$497M
$1.42K ﹤0.01%
93
+25
RPRX icon
2717
Royalty Pharma
RPRX
$16.5B
$1.41K ﹤0.01%
39
-110,921
SOXQ icon
2718
Invesco PHLX Semiconductor ETF
SOXQ
$774M
$1.4K ﹤0.01%
32
VRRM icon
2719
Verra Mobility
VRRM
$3.53B
$1.4K ﹤0.01%
55
+28
SANA icon
2720
Sana Biotechnology
SANA
$1.16B
$1.38K ﹤0.01%
504
+4
PHI icon
2721
PLDT
PHI
$4.56B
$1.37K ﹤0.01%
+63
SQQQ icon
2722
ProShares UltraPro Short QQQ
SQQQ
$2.5B
$1.37K ﹤0.01%
+14
GRVY
2723
GRAVITY
GRVY
$397M
$1.34K ﹤0.01%
+21
HR icon
2724
Healthcare Realty
HR
$5.92B
$1.33K ﹤0.01%
84
-1
GDRX icon
2725
GoodRx Holdings
GDRX
$940M
$1.3K ﹤0.01%
262
-124