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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$229M
2 +$182M
3 +$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

1 +$314M
2 +$233M
3 +$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

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
AAAU icon
2826
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.63B
$953 ﹤0.01%
25
-125
BFST icon
2827
Business First Bancshares
BFST
$931M
$944 ﹤0.01%
+40
FLNC icon
2828
Fluence Energy
FLNC
$3.2B
$940 ﹤0.01%
87
-1,000
STXS icon
2829
Stereotaxis
STXS
$177M
$933 ﹤0.01%
300
APLE icon
2830
Apple Hospitality REIT
APLE
$3.68B
$925 ﹤0.01%
77
BTAL icon
2831
AGF US Market Neutral Anti-Beta Fund
BTAL
$278M
$923 ﹤0.01%
58
-42
OUST icon
2832
Ouster
OUST
$2.6B
$920 ﹤0.01%
34
-90
GII icon
2833
State Street SPDR S&P Global Infrastructure ETF
GII
$940M
$905 ﹤0.01%
+13
GPOR icon
2834
Gulfport Energy Corp
GPOR
$3B
$905 ﹤0.01%
5
-6
BCAB icon
2835
BioAtla
BCAB
$5.49M
$887 ﹤0.01%
26
GEF.B icon
2836
Greif Class B
GEF.B
$3.01B
$863 ﹤0.01%
14
MPTI.WS
2837
DELISTED
M-tron Industries Warrants
MPTI.WS
$863 ﹤0.01%
500
CRC icon
2838
California Resources
CRC
$5.33B
$851 ﹤0.01%
16
-9
ACAD icon
2839
Acadia Pharmaceuticals
ACAD
$3.72B
$811 ﹤0.01%
+38
NVNO
2840
enVVeno Medical
NVNO
$779 ﹤0.01%
25
SNDL icon
2841
Sundial Growers
SNDL
$377M
$777 ﹤0.01%
290
MRX
2842
Marex Group
MRX
$4.17B
$773 ﹤0.01%
23
-17
RNG icon
2843
RingCentral
RNG
$3.43B
$765 ﹤0.01%
27
-14
EMO
2844
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
$764 ﹤0.01%
17
HLIT icon
2845
Harmonic Inc
HLIT
$1.53B
$764 ﹤0.01%
75
IBUY icon
2846
Amplify Online Retail ETF
IBUY
$115M
$762 ﹤0.01%
10
PEN icon
2847
Penumbra
PEN
$12.6B
$760 ﹤0.01%
3
+1
FIDI icon
2848
Fidelity International High Dividend ETF
FIDI
$331M
$758 ﹤0.01%
+31
SEMR
2849
DELISTED
Semrush
SEMR
$758 ﹤0.01%
107
XTN icon
2850
State Street SPDR S&P Transportation ETF
XTN
$232M
$755 ﹤0.01%
9