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
CET
3051
Central Securities Corp
CET
$1.46B
0
PSTL
3052
Postal Realty Trust
PSTL
$404M
$16 ﹤0.01%
+1
CHCT
3053
Community Healthcare Trust
CHCT
$441M
$15 ﹤0.01%
+1
EMGF icon
3054
iShares Emerging Markets Equity Factor ETF
EMGF
$1.28B
0
PGF icon
3055
Invesco Financial Preferred ETF
PGF
$761M
$15 ﹤0.01%
1
INUV icon
3056
Inuvo
INUV
$40.2M
$14 ﹤0.01%
4
SANA icon
3057
Sana Biotechnology
SANA
$1.35B
$14 ﹤0.01%
4
-500
PACS icon
3058
PACS Group
PACS
$5.44B
$14 ﹤0.01%
+1
PKST
3059
Peakstone Realty Trust
PKST
$523M
$13 ﹤0.01%
1
-640
ULE icon
3060
ProShares Ultra Euro
ULE
$5.93M
$13 ﹤0.01%
1
ARDT
3061
Ardent Health
ARDT
$1.27B
$13 ﹤0.01%
+1
GOOD
3062
Gladstone Commercial Corp
GOOD
$528M
$12 ﹤0.01%
+1
MVST icon
3063
Microvast
MVST
$935M
$12 ﹤0.01%
+3
WSR
3064
Whitestone REIT
WSR
$694M
$12 ﹤0.01%
+1
DFAE icon
3065
Dimensional Emerging Core Equity Market ETF
DFAE
$7.19B
0
CBLL
3066
CeriBell Inc
CBLL
$812M
$11 ﹤0.01%
+1
CRIS icon
3067
Curis
CRIS
$15.4M
$10 ﹤0.01%
6
GHI icon
3068
Greystone Housing Impact Investors LP
GHI
$151M
$10 ﹤0.01%
1
NAT icon
3069
Nordic American Tanker
NAT
$741M
$9 ﹤0.01%
3
-639
NRIX icon
3070
Nurix Therapeutics
NRIX
$1.93B
$9 ﹤0.01%
1
-26
WB icon
3071
Weibo
WB
$2.49B
$9 ﹤0.01%
+1
LEG icon
3072
Leggett & Platt
LEG
$1.58B
$8 ﹤0.01%
1
-1,252
BXMX icon
3073
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.48B
-33
INQQ icon
3074
India Internet & Ecommerce ETF
INQQ
$57.9M
0
LAW icon
3075
CS Disco
LAW
$519M
$6 ﹤0.01%
1