CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+5.57%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$39.7B
AUM Growth
+$1.89B
Cap. Flow
+$430M
Cap. Flow %
1.08%
Top 10 Hldgs %
24.79%
Holding
1,092
New
120
Increased
364
Reduced
425
Closed
71

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ICSH icon
951
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.18B
$244K ﹤0.01%
4,825
+500
+12% +$25.3K
VOD icon
952
Vodafone
VOD
$28.5B
$244K ﹤0.01%
13,232
+721
+6% +$13.3K
ABB
953
DELISTED
ABB Ltd.
ABB
$244K ﹤0.01%
+8,014
New +$244K
FSP
954
Franklin Street Properties
FSP
$174M
$243K ﹤0.01%
+44,621
New +$243K
BEAM icon
955
Beam Therapeutics
BEAM
$2.11B
$242K ﹤0.01%
+3,020
New +$242K
GATX icon
956
GATX Corp
GATX
$5.97B
$241K ﹤0.01%
2,600
PARA
957
DELISTED
Paramount Global Class B
PARA
$241K ﹤0.01%
5,339
-2,058
-28% -$92.9K
TRC icon
958
Tejon Ranch
TRC
$446M
$241K ﹤0.01%
14,404
+1,300
+10% +$21.8K
ACBI
959
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$241K ﹤0.01%
+10,000
New +$241K
LC icon
960
LendingClub
LC
$1.9B
$239K ﹤0.01%
+14,456
New +$239K
HPE icon
961
Hewlett Packard
HPE
$31B
$238K ﹤0.01%
15,143
-5,172
-25% -$81.3K
AMG icon
962
Affiliated Managers Group
AMG
$6.54B
$237K ﹤0.01%
+1,588
New +$237K
NXPI icon
963
NXP Semiconductors
NXPI
$57.2B
$237K ﹤0.01%
+1,177
New +$237K
SU icon
964
Suncor Energy
SU
$48.5B
$237K ﹤0.01%
11,328
-649,639
-98% -$13.6M
SPG icon
965
Simon Property Group
SPG
$59.5B
$232K ﹤0.01%
+2,043
New +$232K
TRUP icon
966
Trupanion
TRUP
$1.9B
$230K ﹤0.01%
3,017
ARKW icon
967
ARK Web x.0 ETF
ARKW
$2.33B
$229K ﹤0.01%
1,554
+112
+8% +$16.5K
BKH icon
968
Black Hills Corp
BKH
$4.35B
$227K ﹤0.01%
3,400
RIV
969
RiverNorth Opportunities Fund
RIV
$267M
$226K ﹤0.01%
12,950
RP
970
DELISTED
RealPage, Inc.
RP
$225K ﹤0.01%
2,576
AAL icon
971
American Airlines Group
AAL
$8.63B
$223K ﹤0.01%
9,335
-7,200
-44% -$172K
PAG icon
972
Penske Automotive Group
PAG
$12.4B
$223K ﹤0.01%
+2,779
New +$223K
AIZ icon
973
Assurant
AIZ
$10.7B
$221K ﹤0.01%
1,561
-55
-3% -$7.79K
ITOT icon
974
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
$221K ﹤0.01%
2,417
-182
-7% -$16.6K
CEF icon
975
Sprott Physical Gold and Silver Trust
CEF
$6.47B
$220K ﹤0.01%
12,650