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
IRBT icon
2851
iRobot
IRBT
$14.8M
$454 ﹤0.01%
145
ADNT icon
2852
Adient
ADNT
$1.55B
$448 ﹤0.01%
23
CYPH
2853
Cypherpunk Technologies Inc
CYPH
$73.6M
$445 ﹤0.01%
1,500
SMOG icon
2854
VanEck Low Carbon Energy ETF
SMOG
$131M
$440 ﹤0.01%
+4
IDX icon
2855
VanEck Indonesia Index ETF
IDX
$49.9M
$436 ﹤0.01%
30
-10
RELY icon
2856
Remitly
RELY
$3.06B
$432 ﹤0.01%
23
-55,916
PSFE icon
2857
Paysafe
PSFE
$461M
$429 ﹤0.01%
34
CIFR icon
2858
Cipher Mining
CIFR
$6.4B
$425 ﹤0.01%
+89
BDRY icon
2859
Breakwave Dry Bulk Shipping ETF
BDRY
$36.3M
$416 ﹤0.01%
75
JAMF icon
2860
Jamf
JAMF
$1.74B
$409 ﹤0.01%
43
-1,127
NRDY icon
2861
Nerdy
NRDY
$150M
$408 ﹤0.01%
250
DAN icon
2862
Dana Inc
DAN
$2.77B
$394 ﹤0.01%
+23
ROIV icon
2863
Roivant Sciences
ROIV
$15.6B
$394 ﹤0.01%
35
-2,065
PSCE icon
2864
Invesco S&P SmallCap Energy ETF
PSCE
$61.5M
$389 ﹤0.01%
10
-5
HEAL
2865
Global X Funds Global X HealthTech ETF
HEAL
$47.3M
$382 ﹤0.01%
+12
FDLO icon
2866
Fidelity Low Volatility Factor ETF
FDLO
$1.48B
$377 ﹤0.01%
6
HOLO icon
2867
MicroCloud Hologram
HOLO
$43.3M
$366 ﹤0.01%
75
ALB.PRA icon
2868
Albemarle Corp Depositary Shares
ALB.PRA
$2.8B
$353 ﹤0.01%
11
SNDL icon
2869
Sundial Growers
SNDL
$494M
$351 ﹤0.01%
290
ZUMZ icon
2870
Zumiez
ZUMZ
$486M
$345 ﹤0.01%
26
CCNE icon
2871
CNB Financial Corp
CCNE
$807M
$343 ﹤0.01%
+15
ASRT icon
2872
Assertio
ASRT
$69.3M
$342 ﹤0.01%
534
CGC
2873
Canopy Growth
CGC
$506M
$340 ﹤0.01%
279
-9
LE icon
2874
Lands' End
LE
$457M
$321 ﹤0.01%
30
NCMI icon
2875
National CineMedia
NCMI
$362M
$315 ﹤0.01%
65
-25