CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Est. Return
20.35%
1 Year Est. Return
+20.35%
AUM
$47.4B
AUM Growth
-$7.8B
(-14%)
Holding
3,319
Top Buys
| 1 | +$324M | |
| 2 | +$216M | |
| 3 | +$179M | |
| 4 |
Eaton
ETN
|
+$150M |
| 5 |
Broadcom
AVGO
|
+$140M |
Top Sells
| 1 | +$328M | |
| 2 | +$192M | |
| 3 | +$177M | |
| 4 |
WEC Energy
WEC
|
+$109M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3301
Jakks Pacific
JAKK
$217M
| – | – |
-60
|
|
||
3302
JPMorgan Global Select Equity ETF
JGLO
$7.35B
| – | – |
-234
|
|
||
3303
James Hardie Industries
JHX
$12.6B
| – | – |
-467
|
|
||
3304
St. Joe Company
JOE
$2.82B
| – | – |
-121
|
|
||
3305
Invesco KBW Property & Casualty Insurance ETF
KBWP
$459M
| – | – |
-106
|
|
||
3306
Kelly Services Class A
KELYA
$432M
| – | – |
-157
|
|
||
3307
Kforce
KFRC
$514M
| – | – |
-47
|
|
||
3308
Kulicke & Soffa
KLIC
$2.07B
| – | – |
-82
|
|
||
3309
KLX Energy Services
KLXE
$31.4M
| – | – |
-26
|
|
||
3310
nLIGHT
LASR
$1.58B
| – | – |
-42
|
|
||
3311
AEye
LIDR
$115M
| – | – |
-471
|
|
||
3312
Lindblad Expeditions
LIND
$650M
| – | – |
-31
|
|
||
3313
ClearBridge Large Cap Growth Select ETF
LRGE
$441M
| – | – |
-155
|
|
||
3314
LAVA Therapeutics
LVTX
$40M
| – | – |
-6,000
|
|
||
3315
LSB Industries
LXU
$604M
| – | – |
-322
|
|
||
3316
Matthews International
MATW
$718M
| – | – |
-116
|
|
||
3317
Merchants Bancorp
MBIN
$1.43B
| – | – |
-94
|
|
||
3318
Moelis & Co
MC
$4.98B
| – | – |
-398
|
|