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
RUN icon
3026
Sunrun
RUN
$4.24B
$25 ﹤0.01%
3
SCLX icon
3027
Scilex Holding
SCLX
$101M
$24 ﹤0.01%
+4
LIND icon
3028
Lindblad Expeditions
LIND
$815M
$23 ﹤0.01%
+2
UCTT icon
3029
Ultra Clean Holdings
UCTT
$1.16B
$23 ﹤0.01%
1
-228
FNDB icon
3030
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
$22 ﹤0.01%
1
ONL
3031
Orion Office REIT
ONL
$116M
$21 ﹤0.01%
10
-3
WKHS icon
3032
Workhorse Group
WKHS
$47.3M
$21 ﹤0.01%
19
+16
SCVL icon
3033
Shoe Carnival
SCVL
$514M
$19 ﹤0.01%
1
UCON icon
3034
First Trust Smith Unconstrained Bond ETF
UCON
$3.14B
$19 ﹤0.01%
1
-84
INUV icon
3035
Inuvo
INUV
$38.9M
$18 ﹤0.01%
4
BRN icon
3036
Barnwell Industries
BRN
$10.8M
$17 ﹤0.01%
15
MMIT icon
3037
IQ MacKay Municipal Intermediate ETF
MMIT
$1.26B
$17 ﹤0.01%
1
OLP
3038
One Liberty Properties
OLP
$450M
$17 ﹤0.01%
1
SHOO icon
3039
Steven Madden
SHOO
$3.13B
$16 ﹤0.01%
1
CRIS icon
3040
Curis
CRIS
$13.8M
$14 ﹤0.01%
6
PGF icon
3041
Invesco Financial Preferred ETF
PGF
$764M
$14 ﹤0.01%
1
KPTI icon
3042
Karyopharm Therapeutics
KPTI
$118M
$13 ﹤0.01%
3
ULE icon
3043
ProShares Ultra Euro
ULE
$5.89M
$13 ﹤0.01%
1
ULY icon
3044
Urgent.ly
ULY
$4.45M
$13 ﹤0.01%
2
ARRY icon
3045
Array Technologies
ARRY
$1.45B
$12 ﹤0.01%
+2
BMEZ icon
3046
BlackRock Health Sciences Trust II
BMEZ
$949M
$12 ﹤0.01%
1
-362
GHI icon
3047
Greystone Housing Impact Investors LP
GHI
$162M
$11 ﹤0.01%
1
-1
IUSB icon
3048
iShares Core Universal USD Bond ETF
IUSB
$33.7B
0
BHK icon
3049
BlackRock Core Bond Trust
BHK
$690M
$10 ﹤0.01%
1
SPMB icon
3050
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.54B
-1,243