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
CRBG icon
3226
Corebridge Financial
CRBG
$15.3B
-4
CRNX icon
3227
Crinetics Pharmaceuticals
CRNX
$5.61B
-32
CVE icon
3228
Cenovus Energy
CVE
$34.6B
-9,909
DDS icon
3229
Dillards
DDS
$10B
-6
DFAE icon
3230
Dimensional Emerging Core Equity Market ETF
DFAE
$8.06B
-40
DFLV icon
3231
Dimensional US Large Cap Value ETF
DFLV
$4.93B
-81
DFS
3232
DELISTED
Discover Financial Services
DFS
-23,443
DGIN icon
3233
VanEck Digital India ETF
DGIN
$17.5M
-84
DK icon
3234
Delek US
DK
$1.7B
-240
HYDB icon
3235
iShares High Yield Systematic Bond ETF
HYDB
$1.72B
-136
IAC icon
3236
IAC Inc
IAC
$3.1B
-98
IART icon
3237
Integra LifeSciences
IART
$951M
-58
IBCP icon
3238
Independent Bank Corp
IBCP
$731M
-10,000
IDYA icon
3239
IDEAYA Biosciences
IDYA
$3.17B
-16
IGE icon
3240
iShares North American Natural Resources ETF
IGE
$716M
-307
INN
3241
Summit Hotel Properties
INN
$522M
-155
MRTN icon
3242
Marten Transport
MRTN
$1.05B
-321
MTLS
3243
Materialise
MTLS
$341M
-600
MTRN icon
3244
Materion
MTRN
$3.07B
-27
MUSI icon
3245
American Century Multisector Income ETF
MUSI
$190M
-1,665
MVST icon
3246
Microvast
MVST
$1.03B
-100
MXL icon
3247
MaxLinear
MXL
$1.7B
-19
NANR icon
3248
SPDR S&P North American Natural Resources ETF
NANR
$866M
-2,662
OXLC
3249
Oxford Lane Capital
OXLC
$1.43B
-1,220
PTN
3250
Palatin Technologies
PTN
$30M
-2,280