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
HAYW icon
3026
Hayward Holdings
HAYW
$3.47B
$30 ﹤0.01%
2
MTW icon
3027
Manitowoc
MTW
$457M
$30 ﹤0.01%
3
WOLF icon
3028
Wolfspeed
WOLF
$459M
$29 ﹤0.01%
1
-1,317
AOSL icon
3029
Alpha and Omega Semiconductor
AOSL
$612M
$28 ﹤0.01%
1
DEC
3030
Diversified Energy Company
DEC
$1.09B
$28 ﹤0.01%
2
-124
TROX icon
3031
Tronox
TROX
$702M
$28 ﹤0.01%
7
-2,000
AEON icon
3032
AEON Biopharma
AEON
$11.9M
$27 ﹤0.01%
33
ONL
3033
Orion Office REIT
ONL
$115M
$27 ﹤0.01%
10
UCTT icon
3034
Ultra Clean Holdings
UCTT
$1.16B
$27 ﹤0.01%
1
BOW
3035
Bowhead Specialty Holdings
BOW
$913M
$27 ﹤0.01%
+1
GOLD
3036
Gold.com, Inc.
GOLD
$782M
$26 ﹤0.01%
+1
LIND icon
3037
Lindblad Expeditions
LIND
$766M
$26 ﹤0.01%
2
CCNE icon
3038
CNB Financial Corp
CCNE
$822M
$24 ﹤0.01%
1
-14
DV icon
3039
DoubleVerify
DV
$1.76B
$24 ﹤0.01%
2
KMTS
3040
Kestra Medical Technologies
KMTS
$1.53B
$24 ﹤0.01%
+1
CLPT icon
3041
ClearPoint Neuro
CLPT
$368M
$22 ﹤0.01%
+1
OLP
3042
One Liberty Properties
OLP
$454M
$22 ﹤0.01%
1
SCVL icon
3043
Shoe Carnival
SCVL
$513M
$21 ﹤0.01%
1
WKHS icon
3044
Workhorse Group
WKHS
$12.9M
$21 ﹤0.01%
19
BRN icon
3045
Barnwell Industries
BRN
$10.9M
$20 ﹤0.01%
15
KPTI icon
3046
Karyopharm Therapeutics
KPTI
$119M
$20 ﹤0.01%
3
BBNX
3047
Beta Bionics
BBNX
$1.31B
$20 ﹤0.01%
+1
TIPT icon
3048
Tiptree Inc
TIPT
$689M
$19 ﹤0.01%
+1
ORKA
3049
Oruka Therapeutics
ORKA
$1.46B
$19 ﹤0.01%
+1
ARRY icon
3050
Array Technologies
ARRY
$1.29B
$16 ﹤0.01%
2