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
PDM
3151
Piedmont Realty Trust
PDM
$1.07B
– –
-225
PDS
3152
Precision Drilling
PDS
$901M
– –
-2
PFBC icon
3153
Preferred Bank
PFBC
$1.22B
– –
-21
PGHY icon
3154
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$187M
– –
-2,551
PGRE
3155
Paramount Group
PGRE
$1.47B
– –
-100
PHI icon
3156
PLDT
PHI
$4.76B
– –
-63
PINC
3157
DELISTED
Premier
PINC
– –
-5
PLG
3158
Platinum Group Metals
PLG
$312M
– –
-5,493
POWA icon
3159
Invesco Bloomberg Pricing Power ETF
POWA
$217M
– –
-1
PSCE icon
3160
Invesco S&P SmallCap Energy ETF
PSCE
$63.3M
– –
-10
PSFE icon
3161
Paysafe
PSFE
$464M
– –
-34
PTA icon
3162
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.06B
– –
-1,894
QAT icon
3163
iShares MSCI Qatar ETF
QAT
$69.3M
– –
-60
QDEL icon
3164
QuidelOrtho
QDEL
$1.93B
– –
-5
QMCO icon
3165
Quantum Corp
QMCO
$113M
– –
-10,404
RAYC
3166
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
– –
-150
RAYS
3167
DELISTED
Global X Solar ETF
RAYS
– –
-1,216
RDFN
3168
DELISTED
Redfin
RDFN
– –
-23
REKR icon
3169
Rekor Systems
REKR
$215M
– –
-100
RELY icon
3170
Remitly
RELY
$3.05B
– –
-23
ROG icon
3171
Rogers Corp
ROG
$1.63B
– –
-26
ROOT icon
3172
Root
ROOT
$1.25B
– –
-1
RRR icon
3173
Red Rock Resorts
RRR
$3.68B
– –
-50
RSPD icon
3174
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$220M
– –
0
RSPU icon
3175
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$509M
– –
-1,994
125 126
127
128 129