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
WBA
3226
DELISTED
Walgreens Boots Alliance
WBA
-62,032
WFH
3227
DELISTED
Direxion Work From Home ETF
WFH
-25
WNC icon
3228
Wabash National
WNC
$395M
-143
WOOF icon
3229
Petco
WOOF
$863M
-250
WTBA icon
3230
West Bancorporation
WTBA
$398M
-16
XOP icon
3231
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
-152
AAT
3232
American Assets Trust
AAT
$1.17B
-8
AB icon
3233
AllianceBernstein
AB
$3.64B
-1
ABL icon
3234
Abacus Life
ABL
$811M
-23
AEO icon
3235
American Eagle Outfitters
AEO
$4.32B
-57
AGO icon
3236
Assured Guaranty
AGO
$4.16B
-1
AKRO
3237
DELISTED
Akero Therapeutics
AKRO
-13
AMRN
3238
Amarin Corp
AMRN
$299M
-34
AMR icon
3239
Alpha Metallurgical Resources
AMR
$2.38B
-60
ANSS
3240
DELISTED
Ansys
ANSS
-3,554
AROC icon
3241
Archrock
AROC
$4.58B
-4
AVLV icon
3242
Avantis US Large Cap Value ETF
AVLV
$8.97B
-57
AVSD icon
3243
Avantis Responsible International Equity ETF
AVSD
$399M
-2
AVXL icon
3244
Anavex Life Sciences
AVXL
$359M
-1,200
AZEK
3245
DELISTED
The AZEK Co
AZEK
-631
BBD icon
3246
Banco Bradesco
BBD
$36.5B
-580
BBDC icon
3247
Barings BDC
BBDC
$950M
-2,300
BCYC
3248
Bicycle Therapeutics
BCYC
$517M
-23
BDRY icon
3249
Breakwave Dry Bulk Shipping ETF
BDRY
$36.2M
-75
BFOR icon
3250
Barron's 400 ETF
BFOR
$186M
-300