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
TSLS icon
2876
Direxion Daily TSLA Bear 1X Shares
TSLS
$66.2M
$570 ﹤0.01%
106
DOCN icon
2877
DigitalOcean
DOCN
$4.02B
$547 ﹤0.01%
16
AUDC icon
2878
AudioCodes
AUDC
$258M
$543 ﹤0.01%
57
PATH icon
2879
UiPath
PATH
$8.53B
$535 ﹤0.01%
40
-341
IBDV icon
2880
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.51B
$532 ﹤0.01%
+24
CLB icon
2881
Core Laboratories
CLB
$749M
$531 ﹤0.01%
43
-220
ROIV icon
2882
Roivant Sciences
ROIV
$15.8B
$530 ﹤0.01%
35
ZUMZ icon
2883
Zumiez
ZUMZ
$495M
$510 ﹤0.01%
26
VIAV icon
2884
Viavi Solutions
VIAV
$3.83B
$508 ﹤0.01%
40
-27
WHF icon
2885
WhiteHorse Finance
WHF
$168M
$498 ﹤0.01%
72
UVIX icon
2886
2x Long VIX Futures ETF
UVIX
$406M
$497 ﹤0.01%
50
+45
BYND icon
2887
Beyond Meat
BYND
$476M
$495 ﹤0.01%
+262
EPIX
2888
DELISTED
ESSA Pharma
EPIX
$478 ﹤0.01%
2,500
ASRT icon
2889
Assertio
ASRT
$71M
$470 ﹤0.01%
534
OABI icon
2890
OmniAb
OABI
$297M
$470 ﹤0.01%
294
GGAL icon
2891
Galicia Financial Group
GGAL
$8B
$469 ﹤0.01%
17
-540
PRTA icon
2892
Prothena Corp
PRTA
$508M
$468 ﹤0.01%
48
-1
DAN icon
2893
Dana Inc
DAN
$2.67B
$461 ﹤0.01%
23
QVCGA
2894
QVC Group Inc Series A
QVCGA
$89.6M
$445 ﹤0.01%
33
-200
PLBY icon
2895
Playboy Inc
PLBY
$189M
$441 ﹤0.01%
300
-3,700
MCRI icon
2896
Monarch Casino & Resort
MCRI
$1.81B
$423 ﹤0.01%
+4
ALB.PRA icon
2897
Albemarle Corp Depositary Shares
ALB.PRA
$2.61B
$417 ﹤0.01%
11
HYLN icon
2898
Hyliion Holdings
HYLN
$310M
$392 ﹤0.01%
199
KZR icon
2899
Kezar Life Sciences
KZR
$46.1M
$390 ﹤0.01%
100
UTF.RT
2900
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$387 ﹤0.01%
+4,933