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
BMRA icon
2726
Biomerica
BMRA
$6.81M
$1.3K ﹤0.01%
412
-1
DHF
2727
BNY Mellon High Yield Strategies Fund
DHF
$181M
$1.3K ﹤0.01%
500
ASUR icon
2728
Asure Software
ASUR
$246M
$1.29K ﹤0.01%
132
SDOW icon
2729
ProShares UltraPro Short Dow 30
SDOW
$148M
$1.29K ﹤0.01%
31
HELE icon
2730
Helen of Troy
HELE
$470M
$1.28K ﹤0.01%
45
WULF icon
2731
TeraWulf
WULF
$5.24B
$1.27K ﹤0.01%
291
+91
SEDG icon
2732
SolarEdge
SEDG
$1.74B
$1.26K ﹤0.01%
62
-12,499
FVRR icon
2733
Fiverr
FVRR
$736M
$1.26K ﹤0.01%
43
NBR icon
2734
Nabors Industries
NBR
$746M
$1.23K ﹤0.01%
44
+38
MGNI icon
2735
Magnite
MGNI
$2.36B
$1.23K ﹤0.01%
51
-87
DY icon
2736
Dycom Industries
DY
$9.97B
$1.22K ﹤0.01%
5
AXTA icon
2737
Axalta
AXTA
$6.84B
$1.22K ﹤0.01%
41
-937
ADEA icon
2738
Adeia
ADEA
$1.4B
$1.22K ﹤0.01%
86
-221
JPLD icon
2739
JPMorgan Limited Duration Bond ETF
JPLD
$3.03B
$1.2K ﹤0.01%
23
KOS icon
2740
Kosmos Energy
KOS
$475M
$1.2K ﹤0.01%
696
+50
SHOC icon
2741
Strive US Semiconductor ETF
SHOC
$138M
$1.2K ﹤0.01%
23
-2
CDE icon
2742
Coeur Mining
CDE
$11.7B
$1.2K ﹤0.01%
135
-8,250
DBI icon
2743
Designer Brands
DBI
$379M
$1.19K ﹤0.01%
501
REE icon
2744
REE Automotive
REE
$18.7M
$1.19K ﹤0.01%
2,000
+1,000
NB
2745
NioCorp Developments
NB
$684M
$1.19K ﹤0.01%
510
KW icon
2746
Kennedy-Wilson Holdings
KW
$1.34B
$1.18K ﹤0.01%
+173
BH icon
2747
Biglari Holdings Class B
BH
$1.08B
$1.17K ﹤0.01%
4
TNK icon
2748
Teekay Tankers
TNK
$1.87B
$1.17K ﹤0.01%
+28
RNG icon
2749
RingCentral
RNG
$2.54B
$1.16K ﹤0.01%
41
-397
MLR icon
2750
Miller Industries
MLR
$425M
$1.16K ﹤0.01%
26
-31