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
FXY icon
3301
Invesco CurrencyShares Japanese Yen Trust
FXY
$463M
– –
-45
GAME icon
3302
GameSquare
GAME
$47.9M
– –
-5,000
GHC icon
3303
Graham Holdings Company
GHC
$4.76B
– –
-1
GO icon
3304
Grocery Outlet
GO
$1.11B
– –
-467
GOOS
3305
Canada Goose Holdings
GOOS
$1.3B
– –
-3
GPRE icon
3306
Green Plains
GPRE
$673M
– –
-114
HAUZ icon
3307
Xtrackers International Real Estate ETF
HAUZ
$923M
– –
-2,096
HIFS icon
3308
Hingham Institution for Saving
HIFS
$680M
– –
-1
HIW icon
3309
Highwoods Properties
HIW
$2.85B
– –
-1,152
HL icon
3310
Hecla Mining
HL
$10.8B
– –
-131
HP icon
3311
Helmerich & Payne
HP
$2.92B
– –
-938
HUN icon
3312
Huntsman Corp
HUN
$1.73B
– –
-1,164
HYDB icon
3313
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
– –
-136
IAC icon
3314
IAC Inc
IAC
$2.87B
– –
-98
IART icon
3315
Integra LifeSciences
IART
$1.03B
– –
-58
IBCP icon
3316
Independent Bank Corp
IBCP
$698M
– –
-10,000
IDYA icon
3317
IDEAYA Biosciences
IDYA
$3.21B
– –
-16
IGE icon
3318
iShares North American Natural Resources ETF
IGE
$643M
– –
-307
INN
3319
Summit Hotel Properties
INN
$535M
– –
-155
IOSP icon
3320
Innospec
IOSP
$1.89B
– –
-450
IRDM icon
3321
Iridium Communications
IRDM
$1.86B
– –
-250
IX icon
3322
ORIX
IX
$30.9B
– –
-15
IXJ icon
3323
iShares Global Healthcare ETF
IXJ
$4.41B
– –
-89
IXP icon
3324
iShares Global Comm Services ETF
IXP
$806M
– –
-53
JWN
3325
DELISTED
Nordstrom
JWN
– –
-821
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