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
SLYG icon
3076
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.67B
– –
-45
SOCL icon
3077
Global X Social Media ETF
SOCL
$137M
– –
-56
SPBO icon
3078
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.78B
– –
-1,136
SPR
3079
DELISTED
Spirit AeroSystems
SPR
– –
-6
SPRY icon
3080
ARS Pharmaceuticals
SPRY
$1.04B
– –
-20,000
SQFT icon
3081
Presidio Property Trust
SQFT
$4.69M
– –
-407
SQFTW icon
3082
Presidio Property Trust Inc Series A Warrants
SQFTW
$419K
– –
-4,074
SRFM icon
3083
Surf Air Mobility
SRFM
$116M
– –
-500
SSTK icon
3084
Shutterstock
SSTK
$650M
– –
-308
STEW
3085
SRH Total Return Fund
STEW
$1.77B
– –
-2,200
STM icon
3086
STMicroelectronics
STM
$22.9B
– –
-1,033
STRA icon
3087
Strategic Education
STRA
$1.89B
– –
-33
SUPN icon
3088
Supernus Pharmaceuticals
SUPN
$2.95B
– –
-12
SWBI icon
3089
Smith & Wesson
SWBI
$461M
– –
-377
TDTF icon
3090
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$936M
– –
-277
THW
3091
abrdn World Healthcare Fund
THW
$511M
– –
-1
TMAT icon
3092
Main Thematic Innovation ETF
TMAT
$211M
– –
-1,305
MTRN icon
3093
Materion
MTRN
$2.63B
– –
-27
MUSI icon
3094
American Century Multisector Income ETF
MUSI
$183M
– –
-1,665
MVST icon
3095
Microvast
MVST
$965M
– –
-100
MXL icon
3096
MaxLinear
MXL
$1.54B
– –
-19
NANR icon
3097
SPDR S&P North American Natural Resources ETF
NANR
$756M
– –
-2,662
NKX icon
3098
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$634M
– –
-615
NMAI icon
3099
Nuveen Multi-Asset Income Fund
NMAI
$431M
– –
-131
NOMD icon
3100
Nomad Foods
NOMD
$1.88B
– –
-56
122 123
124
125 126