CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1 +$324M
2 +$216M
3 +$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1 +$328M
2 +$192M
3 +$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GBF icon
3276
iShares Government/Credit Bond ETF
GBF
$138M
-124
GCMG icon
3277
GCM Grosvenor
GCMG
$612M
-351
GCT icon
3278
GigaCloud Technology
GCT
$1.02B
-440
GKOS icon
3279
Glaukos
GKOS
$4.89B
-11
GMRE
3280
Global Medical REIT
GMRE
$436M
-456
GSIE icon
3281
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.46B
-917
GSIT icon
3282
GSI Technology
GSIT
$144M
-5,000
GSL icon
3283
Global Ship Lease
GSL
$1.01B
-1,600
HAFC icon
3284
Hanmi Financial
HAFC
$692M
-253
HAIN icon
3285
Hain Celestial
HAIN
$120M
-402
HCC icon
3286
Warrior Met Coal
HCC
$3.5B
-47
HEES
3287
DELISTED
H&E Equipment Services
HEES
-4,172
HOPE icon
3288
Hope Bancorp
HOPE
$1.29B
-1,061
HUBCZ icon
3289
Hub Cyber Security Warrant
HUBCZ
$76.4K
-100
IBEX icon
3290
IBEX
IBEX
$486M
-103
IEP icon
3291
Icahn Enterprises
IEP
$4.64B
-2,130
IIGD icon
3292
Invesco Investment Grade Defensive ETF
IIGD
$28.7M
-54
IJUL icon
3293
Innovator International Developed Power Buffer ETF July
IJUL
$237M
-120
IMAX icon
3294
IMAX
IMAX
$1.7B
-886
IMMR icon
3295
Immersion
IMMR
$229M
-553
INDL icon
3296
Direxion Daily MSCI India Bull 2X Shares
INDL
$69.5M
-20
INFL icon
3297
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.31B
-20
INTF icon
3298
iShares International Equity Factor ETF
INTF
$2.65B
-790
INVE icon
3299
Identive
INVE
$83.3M
-200
JACK icon
3300
Jack in the Box
JACK
$333M
-300