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
SLI
3151
Standard Lithium
SLI
$1.22B
– –
-3,000
TPET icon
3152
Trio Petroleum
TPET
$6.32M
– –
-50
TRIP icon
3153
TripAdvisor
TRIP
$1.62B
– –
-155
TRN icon
3154
Trinity Industries
TRN
$2.28B
– –
-79
TSHA icon
3155
Taysha Gene Therapies
TSHA
$1.5B
– –
-6,833
UBSI icon
3156
United Bankshares
UBSI
$5.56B
– –
-1
UFO icon
3157
Procure Space ETF
UFO
$125M
– –
-170
UITB icon
3158
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.67B
– –
-3,661
UPWK icon
3159
Upwork
UPWK
$2.69B
– –
-70
USAU icon
3160
US Gold Corp
USAU
$272M
– –
-2,000
USFR icon
3161
WisdomTree Floating Rate Treasury Fund
USFR
$16.5B
– –
-369
VERV
3162
DELISTED
Verve Therapeutics
VERV
– –
-1,223
VLUE icon
3163
iShares MSCI USA Value Factor ETF
VLUE
$8.96B
– –
-305
VSH icon
3164
Vishay Intertechnology
VSH
$2.02B
– –
-81
VUSB icon
3165
Vanguard Ultra-Short Bond ETF
VUSB
$6.4B
– –
-321
VVX icon
3166
V2X
VVX
$1.67B
– –
-28
WAFD icon
3167
WaFd
WAFD
$2.56B
– –
-76
WLK icon
3168
Westlake Corp
WLK
$9.3B
– –
-287
X
3169
DELISTED
US Steel
X
– –
-1,110
XENE icon
3170
Xenon Pharmaceuticals
XENE
$3.41B
– –
-39
XFLT
3171
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$350M
– –
-1
XME icon
3172
State Street SPDR S&P Metals & Mining ETF
XME
$3.2B
– –
-1,600
XNTK icon
3173
State Street SPDR NYSE Technology ETF
XNTK
$1.49B
– –
-343
YETI icon
3174
Yeti Holdings
YETI
$3.47B
– –
-1,158
ZLAB icon
3175
Zai Lab
ZLAB
$2B
– –
-155
125 126
127
128 129