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
DDD icon
2751
3D Systems Corp
DDD
$269M
$1.15K ﹤0.01%
748
LEE icon
2752
Lee Enterprises
LEE
$22.7M
$1.15K ﹤0.01%
180
CRC icon
2753
California Resources
CRC
$3.89B
$1.14K ﹤0.01%
25
-8
BRKL
2754
DELISTED
Brookline Bancorp
BRKL
$1.14K ﹤0.01%
+108
IFRA icon
2755
iShares US Infrastructure ETF
IFRA
$3.18B
$1.14K ﹤0.01%
23
EVH icon
2756
Evolent Health
EVH
$445M
$1.13K ﹤0.01%
100
MAT icon
2757
Mattel
MAT
$6.24B
$1.12K ﹤0.01%
57
-75
QAT icon
2758
iShares MSCI Qatar ETF
QAT
$68.5M
$1.12K ﹤0.01%
+60
LOAN
2759
Manhattan Bridge Capital
LOAN
$56.9M
$1.09K ﹤0.01%
200
EXEEL
2760
Expand Energy Corp Class C Warrants
EXEEL
$1.11B
$1.08K ﹤0.01%
10
AMH icon
2761
American Homes 4 Rent
AMH
$11.5B
$1.08K ﹤0.01%
30
-166
AMKR icon
2762
Amkor Technology
AMKR
$9.98B
$1.05K ﹤0.01%
50
-133
VRNT
2763
DELISTED
Verint Systems
VRNT
$1.04K ﹤0.01%
53
-19
GRC icon
2764
Gorman-Rupp
GRC
$1.29B
$1.03K ﹤0.01%
28
HI icon
2765
Hillenbrand
HI
$2.23B
$1K ﹤0.01%
50
RELL icon
2766
Richardson Electronics
RELL
$156M
$1K ﹤0.01%
104
CHRD icon
2767
Chord Energy
CHRD
$5.13B
$969 ﹤0.01%
10
-7
SEMR icon
2768
Semrush
SEMR
$1.77B
$968 ﹤0.01%
107
GEF.B icon
2769
Greif Class B
GEF.B
$2.84B
$966 ﹤0.01%
14
-176
SAM icon
2770
Boston Beer
SAM
$2.14B
$954 ﹤0.01%
5
-70
DXYZ
2771
Destiny Tech100
DXYZ
$451M
$952 ﹤0.01%
+25
OII icon
2772
Oceaneering
OII
$2.36B
$932 ﹤0.01%
45
+2
AMSC icon
2773
American Superconductor
AMSC
$1.46B
$917 ﹤0.01%
25
-1,063
APLE icon
2774
Apple Hospitality REIT
APLE
$2.88B
$899 ﹤0.01%
77
-2,805
BIVI icon
2775
BioVie
BIVI
$10.6M
$891 ﹤0.01%
96
-82