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
BANR icon
3201
Banner Corp
BANR
$2.22B
– –
-38
BGR icon
3202
BlackRock Energy and Resources Trust
BGR
$353M
– –
-1
BHVN icon
3203
Biohaven
BHVN
$1.32B
– –
-814
EDIV icon
3204
SPDR S&P Emerging Markets Dividend ETF
EDIV
$944M
– –
-267
EFC
3205
Ellington Financial
EFC
$1.47B
– –
-1,000
ELEV
3206
DELISTED
Elevation Oncology
ELEV
– –
-160,530
EMGF icon
3207
iShares Emerging Markets Equity Factor ETF
EMGF
$1.29B
– –
-35
ENOV icon
3208
Enovis
ENOV
$1.53B
– –
-1,093
EOS
3209
Eaton Vance Enhance Equity Income Fund II
EOS
$1.22B
– –
-1,000
ESGR
3210
DELISTED
Enstar Group
ESGR
– –
-2
ETNB
3211
DELISTED
89bio
ETNB
– –
-5,000
EWH icon
3212
iShares MSCI Hong Kong ETF
EWH
$667M
– –
-598
FAPR icon
3213
FT Vest US Equity Buffer ETF April
FAPR
$931M
– –
-305
FARM icon
3214
Farmer Brothers
FARM
$33.7M
– –
-1,000
FAUG icon
3215
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
– –
-269
FC icon
3216
Franklin Covey
FC
$192M
– –
-4,600
FCBC icon
3217
First Community Bankshares
FCBC
$598M
– –
-49
IZRL icon
3218
ARK Israel Innovative Technology ETF
IZRL
$131M
– –
-25
JELD icon
3219
JELD-WEN Holding
JELD
$224M
– –
-11,668
JJSF icon
3220
J&J Snack Foods
JJSF
$1.76B
– –
-1
JPEF icon
3221
JPMorgan Equity Focus ETF
JPEF
$1.62B
– –
-5,548
ACCO icon
3222
Acco Brands
ACCO
$323M
– –
-382
ACRE
3223
Ares Commercial Real Estate
ACRE
$284M
– –
-3,927
ADC icon
3224
Agree Realty
ADC
$8.44B
– –
-2
ADAP
3225
DELISTED
Adaptimmune Therapeutics
ADAP
– –
-3,023
127 128
129
130 131