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
DRH icon
3326
Diamondrock Hospitality Co
DRH
$1.95B
– –
-172
DSX icon
3327
Diana Shipping
DSX
$247M
– –
0
DVYE icon
3328
iShares Emerging Markets Dividend ETF
DVYE
$1.11B
– –
-598
E icon
3329
ENI
E
$57.1B
– –
-138
EDIV icon
3330
SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.07B
– –
-267
EFC
3331
Ellington Financial
EFC
$1.57B
– –
-1,000
ELEV
3332
DELISTED
Elevation Oncology
ELEV
– –
-160,530
EMGF icon
3333
iShares Emerging Markets Equity Factor ETF
EMGF
$1.46B
– –
-35
ENOV icon
3334
Enovis
ENOV
$1.37B
– –
-1,093
EOS
3335
Eaton Vance Enhance Equity Income Fund II
EOS
$1.2B
– –
-1,000
ESGR
3336
DELISTED
Enstar Group
ESGR
– –
-2
ETNB
3337
DELISTED
89bio
ETNB
– –
-5,000
EWH icon
3338
iShares MSCI Hong Kong ETF
EWH
$697M
– –
-598
FAPR icon
3339
FT Vest US Equity Buffer ETF April
FAPR
$979M
– –
-305
FARM icon
3340
Farmer Brothers
FARM
$33.7M
– –
-1,000
FAUG icon
3341
FT Vest US Equity Buffer ETF August
FAUG
$1.15B
– –
-269
FC icon
3342
Franklin Covey
FC
$245M
– –
-4,600
FCBC icon
3343
First Community Bankshares
FCBC
$654M
– –
-49
FCEL icon
3344
FuelCell Energy
FCEL
$490M
– –
-100
FCN icon
3345
FTI Consulting
FCN
$5.6B
– –
-28
FDEC icon
3346
FT Vest US Equity Buffer ETF December
FDEC
$1.26B
– –
-283
FFEB icon
3347
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
– –
-253
FHB icon
3348
First Hawaiian
FHB
$3.5B
– –
-133
FIBK icon
3349
First Interstate BancSystem
FIBK
$3.97B
– –
-68
FJAN icon
3350
FT Vest US Equity Buffer ETF January
FJAN
$1.09B
– –
-276
130 131 132 133
134