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
FTGC icon
3051
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1.83B
-35
CRBP icon
3052
Corbus Pharmaceuticals
CRBP
$143M
$7 ﹤0.01%
1
FLMI icon
3053
Franklin Dynamic Municipal Bond ETF
FLMI
$1.26B
0
BKF icon
3054
iShares MSCI BIC ETF
BKF
$88M
-265
NMR icon
3055
Nomura Holdings
NMR
$24.2B
$6 ﹤0.01%
1
JFR icon
3056
Nuveen Floating Rate Income Fund
JFR
$1.25B
$5 ﹤0.01%
1
LSF icon
3057
Laird Superfood
LSF
$23.5M
$5 ﹤0.01%
1
HTEC icon
3058
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$54M
0
LAW icon
3059
CS Disco
LAW
$524M
$4 ﹤0.01%
1
BTT icon
3060
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
0
GREE icon
3061
Greenidge Generation Holdings
GREE
$26.7M
$3 ﹤0.01%
+2
PSEC icon
3062
Prospect Capital
PSEC
$1.16B
$3 ﹤0.01%
1
TIPX icon
3063
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.78B
0
BRY
3064
DELISTED
Berry Corp
BRY
$2 ﹤0.01%
1
CIG icon
3065
CEMIG Preferred Shares
CIG
$5.66B
$2 ﹤0.01%
1
NRT
3066
North European Oil Royalty Trust
NRT
$58.5M
0
CLOV icon
3067
Clover Health Investments
CLOV
$1.33B
-5,000
COTY icon
3068
Coty
COTY
$2.85B
0
DSX.WS icon
3069
Diana Shipping Inc Warrants exp 2026
DSX.WS
$1.62M
$1 ﹤0.01%
13
HUBCZ icon
3070
Hub Cyber Security Warrant
HUBCZ
$51.2K
$1 ﹤0.01%
+100
VRME icon
3071
VerifyMe
VRME
$8.51M
$1 ﹤0.01%
1
JPEM icon
3072
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$372M
-300
MUR icon
3073
Murphy Oil
MUR
$4.51B
-45
PSCH icon
3074
Invesco S&P SmallCap Health Care ETF
PSCH
$154M
-108
SLQT icon
3075
SelectQuote
SLQT
$234M
-178,454