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
ADT icon
3226
ADT
ADT
$6.62B
– –
-164
AESI icon
3227
Atlas Energy Solutions
AESI
$1.19B
– –
-19,111
AGCO icon
3228
AGCO
AGCO
$7.96B
– –
-8
AGX icon
3229
Argan
AGX
$4.29B
– –
-61
ALDX icon
3230
Aldeyra Therapeutics
ALDX
$295M
– –
-40,953
ALKT icon
3231
Alkami Technology
ALKT
$2.29B
– –
-25
ALX
3232
Alexander's
ALX
$1.09B
– –
-1
AMED
3233
DELISTED
Amedisys
AMED
– –
-254
AMWD icon
3234
American Woodmark
AMWD
$790M
– –
-40
ANGI icon
3235
Angi Inc
ANGI
$592M
– –
-234
ANGO icon
3236
AngioDynamics
ANGO
$552M
– –
-684
ANNX icon
3237
Annexon
ANNX
$721M
– –
-670
APPF icon
3238
AppFolio
APPF
$8.4B
– –
-14
ARCT icon
3239
Arcturus Therapeutics
ARCT
$213M
– –
-39
ARHS icon
3240
Arhaus
ARHS
$1.5B
– –
-167
BITS icon
3241
Global X Blockchain & Bitcoin Strategy ETF
BITS
$37.3M
– –
-30
BOH icon
3242
Bank of Hawaii
BOH
$2.69B
– –
-4
BOKF icon
3243
BOK Financial
BOKF
$7.36B
– –
-41
BOOT icon
3244
Boot Barn
BOOT
$6.11B
– –
-215
BPT
3245
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
– –
-100
BRFS
3246
DELISTED
BRF SA
BRFS
– –
-166
BSAC icon
3247
Banco Santander Chile
BSAC
$14B
– –
-252
BSCS icon
3248
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.06B
– –
-253
BSJP icon
3249
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$581M
– –
-99
BUYW icon
3250
Main BuyWrite ETF
BUYW
$963M
– –
-1,685