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
LOAR icon
2976
Loar Holdings
LOAR
$6.32B
$86 ﹤0.01%
1
-4
INDI icon
2977
indie Semiconductor
INDI
$768M
$85 ﹤0.01%
+24
VAL icon
2978
Valaris
VAL
$3.44B
$84 ﹤0.01%
+2
POWA icon
2979
Invesco Bloomberg Pricing Power ETF
POWA
$217M
$82 ﹤0.01%
1
TTMI icon
2980
TTM Technologies
TTMI
$7.27B
$82 ﹤0.01%
+2
FIDU icon
2981
Fidelity MSCI Industrials Index ETF
FIDU
$1.52B
$80 ﹤0.01%
1
-39
IONS icon
2982
Ionis Pharmaceuticals
IONS
$12.9B
$79 ﹤0.01%
2
-28
AX icon
2983
Axos Financial
AX
$4.96B
$76 ﹤0.01%
1
-4,624
VNOM icon
2984
Viper Energy
VNOM
$6.39B
$76 ﹤0.01%
2
-1,798
TKR icon
2985
Timken Company
TKR
$5.94B
$73 ﹤0.01%
+1
SNDR icon
2986
Schneider National
SNDR
$4.73B
$72 ﹤0.01%
3
-551
CARS icon
2987
Cars.com
CARS
$772M
$71 ﹤0.01%
6
FSLY icon
2988
Fastly, Inc. Class A Common Stock
FSLY
$1.53B
$71 ﹤0.01%
10
-300
GSAT icon
2989
Globalstar
GSAT
$7.9B
$71 ﹤0.01%
+3
LZ icon
2990
LegalZoom.com
LZ
$1.81B
$71 ﹤0.01%
+8
RNP icon
2991
Cohen & Steers REIT and Preferred and Income Fund
RNP
$938M
$70 ﹤0.01%
3
+2
STIM icon
2992
Neuronetics
STIM
$95.9M
$70 ﹤0.01%
20
XPOF icon
2993
Xponential Fitness
XPOF
$271M
$67 ﹤0.01%
+9
FTLS icon
2994
First Trust Long/Short Equity ETF
FTLS
$2.14B
$65 ﹤0.01%
1
-43
OUT icon
2995
Outfront Media
OUT
$4B
$65 ﹤0.01%
4
-250
CMPS
2996
Compass Pathways
CMPS
$612M
$64 ﹤0.01%
23
BKSY icon
2997
BlackSky Technology
BKSY
$693M
$62 ﹤0.01%
3
-7,497
ALKS icon
2998
Alkermes
ALKS
$4.7B
$57 ﹤0.01%
2
-64
HWC icon
2999
Hancock Whitney
HWC
$5.5B
$57 ﹤0.01%
+1
GRFS icon
3000
Grifois
GRFS
$6.14B
$54 ﹤0.01%
6