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
BPOP icon
2901
Popular Inc
BPOP
$8.2B
$381 ﹤0.01%
3
+2
FPI
2902
Farmland Partners
FPI
$449M
$381 ﹤0.01%
+35
IMNM icon
2903
Immunome
IMNM
$1.81B
$375 ﹤0.01%
32
MTSI icon
2904
MACOM Technology Solutions
MTSI
$12.6B
$373 ﹤0.01%
3
-1
INDS icon
2905
Pacer Industrial Real Estate ETF
INDS
$117M
$372 ﹤0.01%
+10
SPLB icon
2906
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.1B
$370 ﹤0.01%
+16
PAVM icon
2907
PAVmed
PAVM
$8.37M
$360 ﹤0.01%
836
TFLR icon
2908
T. Rowe Price Floating Rate ETF
TFLR
$438M
$360 ﹤0.01%
+7
ANGI icon
2909
Angi Inc
ANGI
$517M
$358 ﹤0.01%
+22
UPST icon
2910
Upstart Holdings
UPST
$4.38B
$356 ﹤0.01%
7
-5,000
ADC icon
2911
Agree Realty
ADC
$8.29B
$355 ﹤0.01%
+5
HEAL
2912
Global X Funds Global X HealthTech ETF
HEAL
$47.4M
$352 ﹤0.01%
11
-1
VFF icon
2913
Village Farms International
VFF
$483M
$329 ﹤0.01%
105
FCN icon
2914
FTI Consulting
FCN
$5.46B
$323 ﹤0.01%
+2
AMPL icon
2915
Amplitude
AMPL
$1.54B
$322 ﹤0.01%
30
-300
NRDY icon
2916
Nerdy
NRDY
$140M
$315 ﹤0.01%
250
CLSD
2917
DELISTED
Clearside Biomedical
CLSD
$290 ﹤0.01%
73
XRX icon
2918
Xerox
XRX
$346M
$282 ﹤0.01%
+75
SFIX icon
2919
Stitch Fix
SFIX
$702M
$278 ﹤0.01%
64
APPF icon
2920
AppFolio
APPF
$8.4B
$276 ﹤0.01%
+1
IGC icon
2921
IGC Pharma
IGC
$30.5M
$273 ﹤0.01%
655
GTX icon
2922
Garrett Motion
GTX
$3.26B
$272 ﹤0.01%
20
SG icon
2923
Sweetgreen
SG
$804M
$271 ﹤0.01%
34
-6,750
AGX icon
2924
Argan
AGX
$4.11B
$270 ﹤0.01%
+1
IRBT icon
2925
iRobot
IRBT
$24.3M
$269 ﹤0.01%
75
-70