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
ZVIA icon
3176
Zevia
ZVIA
$177M
-5,555
SOC icon
3177
Sable Offshore Corp
SOC
$1.15B
-1,681
FFSM icon
3178
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$909M
-13
NITO icon
3179
N2OFF
NITO
$6.84M
-110
EAGL
3180
Eagle Capital Select Equity ETF
EAGL
$3.53B
-412,587
SEG
3181
Seaport Entertainment Group
SEG
$258M
-370
HCWC
3182
Healthy Choice Wellness
HCWC
$4.64M
$0 ﹤0.01%
1
VIVS
3183
VivoSim Labs
VIVS
$5.27M
-1
BERY
3184
DELISTED
Berry Global Group, Inc.
BERY
-385,791
BECN
3185
DELISTED
Beacon Roofing Supply, Inc.
BECN
-540
LVOL
3186
DELISTED
American Century Low Volatility ETF
LVOL
-200
CMRX
3187
DELISTED
Chimerix, Inc.
CMRX
-30
PYCR
3188
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-615
EFIX
3189
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
-219
ACCD
3190
DELISTED
Accolade Inc
ACCD
-102,598
JQC.RT
3191
DELISTED
Nuveen Credit Strategies Income Fund Rights (expiring April 29, 2025)
JQC.RT
-7,950
DM
3192
DELISTED
Desktop Metal, Inc.
DM
-43,207
FTEK icon
3193
Fuel Tech
FTEK
$53.1M
-1,000
ARI
3194
Apollo Commercial Real Estate
ARI
$1.41B
-3,258
ASC icon
3195
Ardmore Shipping
ASC
$445M
-1,000
AUID icon
3196
authID Inc
AUID
$14.3M
-3
AVDL
3197
Avadel Pharmaceuticals
AVDL
$2.12B
-78,253
AVRE icon
3198
Avantis Real Estate ETF
AVRE
$653M
-1,289
AWP
3199
abrdn Global Premier Properties Fund
AWP
$338M
-1
AXDX
3200
DELISTED
Accelerate Diagnostics
AXDX
-3,939