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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GMS
3326
DELISTED
GMS Inc
GMS
– –
-78
GOGL
3327
DELISTED
Golden Ocean Group
GOGL
– –
-1,000
GPCR icon
3328
Structure Therapeutics
GPCR
$4.35B
– –
-33
GREE icon
3329
Greenidge Generation Holdings
GREE
$29.1M
– –
-2
GRNT icon
3330
Granite Ridge Resources
GRNT
$696M
– –
-5,000
GRVY
3331
GRAVITY
GRVY
$387M
– –
-21
GSL icon
3332
Global Ship Lease
GSL
$1.25B
– –
-11
GT icon
3333
Goodyear
GT
$2.54B
– –
-200
HCI icon
3334
HCI Group
HCI
$2.28B
– –
-5
HCSG icon
3335
Healthcare Services Group
HCSG
$1.32B
– –
-335
HES
3336
DELISTED
Hess
HES
– –
-1,228
HEZU icon
3337
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$645M
– –
-346
HLX icon
3338
Helix Energy Solutions
HLX
$1.06B
– –
-263
HOLO icon
3339
MicroCloud Hologram
HOLO
$50M
– –
-75
HPK icon
3340
HighPeak Energy
HPK
$687M
– –
-12
HTEC icon
3341
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$53.8M
– –
0
HTHT icon
3342
Huazhu Hotels Group
HTHT
$14.8B
– –
-54
HYT icon
3343
BlackRock Corporate High Yield Fund
HYT
$1.51B
– –
-2,513
IAF
3344
abrdn Australia Equity Fund
IAF
$118M
– –
-13,821
IAK icon
3345
iShares US Insurance ETF
IAK
$513M
– –
0
IAS icon
3346
Integral Ad Science
IAS
$1.72B
– –
-180
IBDU icon
3347
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.19B
– –
-674
IBTI icon
3348
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.28B
– –
-449
ICUI icon
3349
ICU Medical
ICUI
$3.67B
– –
-85
IDX icon
3350
VanEck Indonesia Index ETF
IDX
$37.6M
– –
-30
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135