CIBC Private Wealth Group Portfolio holdings
AUM
$58.4B
1-Year Est. Return
19.68%
1 Year Est. Return
+19.68%
AUM
$58.4B
AUM Growth
+$2.43B
(+4.3%)
Holding
3,361
Top Buys
| 1 | +$247M | |
| 2 | +$181M | |
| 3 | +$154M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$131M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$121M |
Top Sells
| 1 | +$315M | |
| 2 | +$229M | |
| 3 | +$202M | |
| 4 |
Salesforce
CRM
|
+$182M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3351
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.32B
| – | – |
-41
|
|
||
3352
Innoviva
INVA
$1.56B
| – | – |
-26
|
|
||
3353
Iovance Biotherapeutics
IOVA
$881M
| – | – |
-165
|
|
||
3354
Renaissance IPO ETF
IPO
$149M
| – | – |
-100
|
|
||
|
IWTR
3355
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
| – | – |
-188
|
|
||
3356
Jamf
JAMF
$1.73B
| – | – |
-43
|
|
||
|
JBGS
3357
JBG SMITH
JBGS
$1.07B
| – | – |
-5
|
|
||
3358
Nuveen Floating Rate Income Fund
JFR
$1.26B
| – | – |
-1
|
|
||
3359
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.12B
| – | – |
-1,535
|
|
||
3360
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.58B
| – | – |
-1,950
|
|