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
PWP icon
3126
Perella Weinberg Partners
PWP
$1.16B
– –
-82
QRMI icon
3127
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$16.1M
– –
-364
QSI icon
3128
Quantum-Si Incorporated
QSI
$274M
– –
-10,000
RARE icon
3129
Ultragenyx Pharmaceutical
RARE
$3.23B
– –
-43
RDUS
3130
DELISTED
Radius Recycling
RDUS
– –
-81
REI icon
3131
Ring Energy
REI
$177M
– –
-12,500
REM icon
3132
iShares Mortgage Real Estate ETF
REM
$641M
– –
-150
REYN icon
3133
Reynolds Consumer Products
REYN
$5.01B
– –
-721
RLTY icon
3134
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$241M
– –
-1
RNA icon
3135
Avidity Biosciences
RNA
$10.9B
– –
-26
RQI icon
3136
Cohen & Steers Quality Income Realty Fund
RQI
$1.54B
– –
-1
HIND
3137
Vyome Holdings
HIND
$20.8M
– –
0
RUM icon
3138
Rumble
RUM
$2.34B
– –
-100
RWO icon
3139
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
– –
-165
RWX icon
3140
SPDR Dow Jones International Real Estate ETF
RWX
$294M
– –
-7
SBS icon
3141
Sabesp
SBS
$16.7B
– –
-223
SCJ icon
3142
iShares MSCI Japan Small-Cap ETF
SCJ
$155M
– –
-50
SCS
3143
DELISTED
Steelcase
SCS
– –
-10,770
SDRL icon
3144
Seadrill
SDRL
$1.97B
– –
-119
SENS icon
3145
Senseonics Holdings Inc
SENS
$251M
– –
-503
SES icon
3146
SES AI
SES
$705M
– –
-25,000
SH icon
3147
ProShares Short S&P500
SH
$1.18B
– –
-4,765
SHYF
3148
DELISTED
The Shyft Group
SHYF
– –
-1,177
SKLZ icon
3149
Skillz
SKLZ
$73.4M
– –
-123
SLDP icon
3150
Solid Power
SLDP
$896M
– –
-100
124 125
126
127 128