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
TSLS icon
2876
Direxion Shares ETF Trust Direxion Daily TSLA Bear 1X ETF
TSLS
$653M
$570 ﹤0.01%
106
DOCN icon
2877
DigitalOcean
DOCN
$6.21B
$547 ﹤0.01%
16
AUDC icon
2878
AudioCodes
AUDC
$234M
$543 ﹤0.01%
57
PATH icon
2879
UiPath
PATH
$6.32B
$535 ﹤0.01%
40
-341
IBDV icon
2880
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$532 ﹤0.01%
+24
CLB icon
2881
Core Laboratories
CLB
$757M
$531 ﹤0.01%
43
-220
ROIV icon
2882
Roivant Sciences
ROIV
$21.3B
$530 ﹤0.01%
35
ZUMZ icon
2883
Zumiez
ZUMZ
$392M
$510 ﹤0.01%
26
VIAV icon
2884
Viavi Solutions
VIAV
$6.93B
$508 ﹤0.01%
40
-27
WHF icon
2885
WhiteHorse Finance
WHF
$167M
$498 ﹤0.01%
72
UVIX icon
2886
2x Long VIX Futures ETF
UVIX
$462M
$497 ﹤0.01%
50
+45
BYND icon
2887
Beyond Meat
BYND
$358M
$495 ﹤0.01%
+262
EPIX
2888
DELISTED
ESSA Pharma
EPIX
$478 ﹤0.01%
2,500
ASRT icon
2889
Assertio
ASRT
$73.4M
$470 ﹤0.01%
36
OABI icon
2890
OmniAb
OABI
$281M
$470 ﹤0.01%
294
GGAL icon
2891
Galicia Financial Group
GGAL
$7.26B
$469 ﹤0.01%
17
-540
PRTA icon
2892
Prothena Corp
PRTA
$522M
$468 ﹤0.01%
48
-1
DAN icon
2893
Dana Inc
DAN
$3.48B
$461 ﹤0.01%
23
QVCGA
2894
QVC Group Inc Series A
QVCGA
$27.5M
$445 ﹤0.01%
33
-200
PLBY icon
2895
Playboy Inc
PLBY
$191M
$441 ﹤0.01%
300
-3,700
MCRI icon
2896
Monarch Casino & Resort
MCRI
$1.75B
$423 ﹤0.01%
+4
ALB.PRA icon
2897
Albemarle Corp Depositary Shares
ALB.PRA
$3.09B
$417 ﹤0.01%
11
HYLN icon
2898
Hyliion Holdings
HYLN
$368M
$392 ﹤0.01%
199
KZR icon
2899
Kezar Life Sciences
KZR
$51.5M
$390 ﹤0.01%
100
UTF.RT
2900
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$387 ﹤0.01%
+4,933