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
SPBO icon
3201
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.81B
– –
-1,136
SPR
3202
DELISTED
Spirit AeroSystems
SPR
– –
-6
SPRY icon
3203
ARS Pharmaceuticals
SPRY
$1.04B
– –
-20,000
SQFT icon
3204
Presidio Property Trust
SQFT
$4.78M
– –
-407
SQFTW icon
3205
Presidio Property Trust Inc Series A Warrants
SQFTW
$448K
– –
-4,074
SRFM icon
3206
Surf Air Mobility
SRFM
$159M
– –
-500
SSTK icon
3207
Shutterstock
SSTK
$686M
– –
-308
STEW
3208
SRH Total Return Fund
STEW
$1.74B
– –
-2,200
STM icon
3209
STMicroelectronics
STM
$25.8B
– –
-1,033
STRA icon
3210
Strategic Education
STRA
$2.03B
– –
-33
SUPN icon
3211
Supernus Pharmaceuticals
SUPN
$2.82B
– –
-12
SWBI icon
3212
Smith & Wesson
SWBI
$469M
– –
-377
TDTF icon
3213
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$953M
– –
-277
THW
3214
abrdn World Healthcare Fund
THW
$522M
– –
-1
TMAT icon
3215
Main Thematic Innovation ETF
TMAT
$199M
– –
-1,305
TPET icon
3216
Trio Petroleum
TPET
$10.1M
– –
-50
TRIP icon
3217
TripAdvisor
TRIP
$1.59B
– –
-155
TRN icon
3218
Trinity Industries
TRN
$2.21B
– –
-79
TSHA icon
3219
Taysha Gene Therapies
TSHA
$1.39B
– –
-6,833
UBSI icon
3220
United Bankshares
UBSI
$5.96B
– –
-1
UFO icon
3221
Procure Space ETF
UFO
$283M
– –
-170
FTEK icon
3222
Fuel Tech
FTEK
$49.4M
– –
-1,000
ANGO icon
3223
AngioDynamics
ANGO
$438M
– –
-684
ANNX icon
3224
Annexon
ANNX
$1.04B
– –
-670
APPF icon
3225
AppFolio
APPF
$7.99B
– –
-14
127 128
129
130 131