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
FLG
2801
Flagstar Bank National Association
FLG
$5.57B
$660 ﹤0.01%
62
IDR icon
2802
Idaho Strategic Resources
IDR
$715M
$654 ﹤0.01%
+50
SCO icon
2803
ProShares UltraShort Bloomberg Crude Oil
SCO
$93.8M
$650 ﹤0.01%
36
VYX icon
2804
NCR Voyix
VYX
$1.44B
$645 ﹤0.01%
55
-21
QVCGA
2805
QVC Group Inc Series A
QVCGA
$101M
$641 ﹤0.01%
233
-1
CLSK icon
2806
CleanSpark
CLSK
$3.07B
$640 ﹤0.01%
+58
IHAK icon
2807
iShares Cybersecurity and Tech ETF
IHAK
$849M
$639 ﹤0.01%
+12
STXS icon
2808
Stereotaxis
STXS
$218M
$636 ﹤0.01%
300
ARMK icon
2809
Aramark
ARMK
$9.98B
$628 ﹤0.01%
15
-29
WHF icon
2810
WhiteHorse Finance
WHF
$167M
$628 ﹤0.01%
72
IHI icon
2811
iShares US Medical Devices ETF
IHI
$4.19B
$626 ﹤0.01%
10
-170
TOGA
2812
Tremblant Global ETF
TOGA
$198M
$624 ﹤0.01%
18
KLIC icon
2813
Kulicke & Soffa
KLIC
$2.39B
$623 ﹤0.01%
+18
APAM icon
2814
Artisan Partners
APAM
$2.92B
$621 ﹤0.01%
14
-133
PGRE
2815
Paramount Group
PGRE
$610 ﹤0.01%
100
GAMR icon
2816
Amplify Video Game Tech ETF
GAMR
$43.7M
$595 ﹤0.01%
+7
VKTX icon
2817
Viking Therapeutics
VKTX
$3.98B
$583 ﹤0.01%
22
-1,339
EFOI icon
2818
Energy Focus
EFOI
$13.4M
$577 ﹤0.01%
236
MTSI icon
2819
MACOM Technology Solutions
MTSI
$13.1B
$573 ﹤0.01%
+4
SKIN icon
2820
The Beauty Health Co
SKIN
$195M
$573 ﹤0.01%
300
CAL icon
2821
Caleres
CAL
$447M
$568 ﹤0.01%
+46
HWKN icon
2822
Hawkins
HWKN
$3.01B
$568 ﹤0.01%
+4
MC icon
2823
Moelis & Co
MC
$5.18B
$561 ﹤0.01%
+9
AUDC icon
2824
AudioCodes
AUDC
$261M
$560 ﹤0.01%
57
AMRN
2825
Amarin Corp
AMRN
$287M
$551 ﹤0.01%
34
-51