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
GLDD icon
2726
Great Lakes Dredge & Dock
GLDD
$914M
$2.04K ﹤0.01%
170
AXTA icon
2727
Axalta
AXTA
$6.83B
$2.03K ﹤0.01%
71
+30
SUSC icon
2728
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$2.03K ﹤0.01%
86
DGS icon
2729
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.6B
$2K ﹤0.01%
+35
PROP icon
2730
Prairie Operating Co
PROP
$100M
$1.99K ﹤0.01%
+1,000
FDLO icon
2731
Fidelity Low Volatility Factor ETF
FDLO
$1.48B
$1.97K ﹤0.01%
30
+24
KALV icon
2732
KalVista Pharmaceuticals
KALV
$758M
$1.95K ﹤0.01%
160
RIG icon
2733
Transocean
RIG
$4.32B
$1.93K ﹤0.01%
619
-498
MCR
2734
MFS Charter Income Trust
MCR
$261M
$1.93K ﹤0.01%
300
NIO icon
2735
NIO
NIO
$12.4B
$1.92K ﹤0.01%
252
-4,500
JIRE icon
2736
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.43B
$1.91K ﹤0.01%
+26
FTXO icon
2737
First Trust Nasdaq Bank ETF
FTXO
$275M
$1.89K ﹤0.01%
53
ROBT icon
2738
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$656M
$1.85K ﹤0.01%
+35
MNSO icon
2739
MINISO
MNSO
$5.98B
$1.84K ﹤0.01%
82
-400
TRMK icon
2740
Trustmark
TRMK
$2.46B
$1.82K ﹤0.01%
46
-26
LAB icon
2741
Standard BioTools
LAB
$638M
$1.82K ﹤0.01%
1,400
MNMD icon
2742
MindMed
MNMD
$1.24B
$1.78K ﹤0.01%
151
-333
MBLY icon
2743
Mobileye
MBLY
$8.18B
$1.78K ﹤0.01%
126
DBI icon
2744
Designer Brands
DBI
$392M
$1.77K ﹤0.01%
500
-1
BWX icon
2745
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.34B
$1.76K ﹤0.01%
77
+1
DY icon
2746
Dycom Industries
DY
$9.88B
$1.75K ﹤0.01%
6
+1
SOXL icon
2747
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$10.7B
$1.74K ﹤0.01%
50
-1,950
SANM icon
2748
Sanmina
SANM
$7.91B
$1.73K ﹤0.01%
15
IDR icon
2749
Idaho Strategic Resources
IDR
$670M
$1.72K ﹤0.01%
51
+1
HYZD icon
2750
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$200M
$1.69K ﹤0.01%
+75
108 109
110
111 112