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
SJT
2926
San Juan Basin Royalty Trust
SJT
$253M
$166 ﹤0.01%
28
WMG icon
2927
Warner Music
WMG
$15.3B
$163 ﹤0.01%
6
BCYC
2928
Bicycle Therapeutics
BCYC
$477M
$160 ﹤0.01%
+23
AAT
2929
American Assets Trust
AAT
$1.15B
$158 ﹤0.01%
+8
DFSI icon
2930
Dimensional International Sustainability Core 1 ETF
DFSI
$916M
$158 ﹤0.01%
+4
CHGX icon
2931
AXS Change Finance ESG ETF
CHGX
$136M
$156 ﹤0.01%
+6
SRG
2932
Seritage Growth Properties
SRG
$190M
$154 ﹤0.01%
50
MDXG icon
2933
MiMedx Group
MDXG
$1.04B
$153 ﹤0.01%
+25
GERN icon
2934
Geron
GERN
$849M
$151 ﹤0.01%
+107
ELBM
2935
Electra Battery Materials
ELBM
$86.9M
$148 ﹤0.01%
+138
FUBO icon
2936
FuboTV Inc
FUBO
$929M
$147 ﹤0.01%
+38
CLBK icon
2937
Columbia Financial
CLBK
$1.72B
$145 ﹤0.01%
+10
QDEL icon
2938
QuidelOrtho
QDEL
$1.97B
$144 ﹤0.01%
5
-19
TRIB
2939
Trinity Biotech
TRIB
$16.8M
$144 ﹤0.01%
222
OPRT icon
2940
Oportun Financial
OPRT
$239M
$143 ﹤0.01%
20
FMHI icon
2941
First Trust Municipal High Income ETF
FMHI
$868M
$140 ﹤0.01%
3
PENG
2942
Penguin Solutions Inc
PENG
$1.04B
$139 ﹤0.01%
+7
PARAA
2943
DELISTED
Paramount Global Class A
PARAA
$138 ﹤0.01%
6
+1
AVSD icon
2944
Avantis Responsible International Equity ETF
AVSD
$398M
$135 ﹤0.01%
+2
SMTC icon
2945
Semtech
SMTC
$6.75B
$135 ﹤0.01%
+3
AEIS icon
2946
Advanced Energy
AEIS
$8.16B
$133 ﹤0.01%
+1
ROOT icon
2947
Root
ROOT
$1.15B
$128 ﹤0.01%
1
NVD icon
2948
GraniteShares 2x Short NVDA Daily ETF
NVD
$41.2M
$126 ﹤0.01%
+10
DOUG icon
2949
Douglas Elliman
DOUG
$219M
$123 ﹤0.01%
53
SCHO icon
2950
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$121 ﹤0.01%
5