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
SDOW icon
2801
ProShares UltraPro Short Dow 30
SDOW
$149M
$1.11K ﹤0.01%
31
NFE icon
2802
New Fortress Energy
NFE
$339M
$1.1K ﹤0.01%
500
HSTM icon
2803
HealthStream
HSTM
$721M
$1.1K ﹤0.01%
+39
MEC icon
2804
Mayville Engineering Co
MEC
$359M
$1.1K ﹤0.01%
+80
PACB icon
2805
Pacific Biosciences
PACB
$568M
$1.1K ﹤0.01%
859
-650
LOAN
2806
Manhattan Bridge Capital
LOAN
$55.5M
$1.1K ﹤0.01%
200
SQQQ icon
2807
ProShares UltraPro Short QQQ
SQQQ
$2.6B
$1.1K ﹤0.01%
14
DNA icon
2808
Ginkgo Bioworks
DNA
$499M
$1.09K ﹤0.01%
75
BRC icon
2809
Brady Corp
BRC
$3.87B
$1.09K ﹤0.01%
14
-8
ASUR icon
2810
Asure Software
ASUR
$247M
$1.08K ﹤0.01%
132
KE
2811
Kimball Electronics
KE
$689M
$1.07K ﹤0.01%
36
-50
VRNT
2812
DELISTED
Verint Systems
VRNT
$1.07K ﹤0.01%
53
LXP.PRC icon
2813
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$91.5M
$1.06K ﹤0.01%
+22
FVRR icon
2814
Fiverr
FVRR
$735M
$1.05K ﹤0.01%
43
ARKW icon
2815
ARK Web x.0 ETF
ARKW
$2.17B
$1.05K ﹤0.01%
6
-31
RELL icon
2816
Richardson Electronics
RELL
$157M
$1.02K ﹤0.01%
104
HVAC
2817
AdvisorShares HVAC and Industrials ETF
HVAC
$4.28M
$1.01K ﹤0.01%
+33
OTLY
2818
Oatly Group
OTLY
$336M
$1K ﹤0.01%
62
RVNU icon
2819
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$134M
$987 ﹤0.01%
+40
SYBT icon
2820
Stock Yards Bancorp
SYBT
$2.02B
$980 ﹤0.01%
14
-7
BTBT icon
2821
Bit Digital
BTBT
$654M
$975 ﹤0.01%
325
ERII icon
2822
Energy Recovery
ERII
$764M
$971 ﹤0.01%
63
EXEEL
2823
Expand Energy Corp Class C Warrants
EXEEL
$1.11B
$969 ﹤0.01%
10
LYFT icon
2824
Lyft
LYFT
$7.93B
$968 ﹤0.01%
44
+15
NABL icon
2825
N-able
NABL
$1.43B
$959 ﹤0.01%
+123
111 112
113
114 115