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
VRT icon
1051
Vertiv
VRT
$48B
-21,590
Closed -$403K
WATT icon
1052
Energous
WATT
$9.84M
-23
Closed -$25K
WOLF icon
1053
Wolfspeed
WOLF
$194M
-25,060
Closed -$2.65M
WSC icon
1054
WillScot Mobile Mini Holdings
WSC
$4.3B
-14,996
Closed -$347K
WWD icon
1055
Woodward
WWD
$14.7B
-3,574
Closed -$434K
JBTM
1056
JBT Marel Corporation
JBTM
$7.36B
-1,797
Closed -$205K
PRMW
1057
DELISTED
Primo Water Corporation
PRMW
-14,447
Closed -$226K
EVA
1058
DELISTED
Enviva Inc.
EVA
-113,100
Closed -$5.14M
SWAV
1059
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
-9,603
Closed -$996K
BOAC.U
1060
DELISTED
Bluescape Opportunities Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-half of one redeemable warrant
BOAC.U
-53,799
Closed -$600K
NUVA
1061
DELISTED
NuVasive, Inc.
NUVA
-4,670
Closed -$263K
PTRA
1062
DELISTED
Proterra Inc. Common Stock
PTRA
-376,697
Closed -$4.17M
SHLX
1063
DELISTED
Shell Midstream Partners, L.P.
SHLX
-400,000
Closed -$4.03M
CHNG
1064
DELISTED
Change Healthcare Inc. Common Stock
CHNG
-32,058
Closed -$598K
TPGY.WS
1065
DELISTED
TPG Pace Beneficial Finance Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
TPGY.WS
-56,699
Closed -$416K
SVSVU
1066
DELISTED
Spring Valley Acquisition Corp. Unit
SVSVU
-100,092
Closed -$1.06M
TVACU
1067
DELISTED
Thayer Ventures Acquisition Corporation Units
TVACU
-251,754
Closed -$2.64M
PTRAW
1068
DELISTED
Proterra Inc. Warrant
PTRAW
-195,721
Closed -$450K
PACE.U
1069
DELISTED
TPG Pace Tech Opportunities Corp. Units, each consisting of one Class A ordinary share and one-fifth
PACE.U
-150,000
Closed -$1.7M
RICE.U
1070
DELISTED
Rice Acquisition Corp. Units, each consisting of one share of our Class A common stock and one-half
RICE.U
-2,128,500
Closed -$24.1M
SNPR.WS
1071
DELISTED
Tortoise Acquisition Corp. II Warrants, each whole warrant exercisable for one Class A ordinary shar
SNPR.WS
-250,000
Closed -$713K
RMGBU
1072
DELISTED
RMG Acquisition Corp. II Unit
RMGBU
-350,000
Closed -$3.9M
GRSV
1073
DELISTED
Gores Holdings V, Inc.
GRSV
-200,000
Closed -$2.08M
DCRBU
1074
DELISTED
Decarbonization Plus Acquisition Corporation Unit
DCRBU
-250,000
Closed -$2.87M
SPRQ.U
1075
DELISTED
Spartan Acquisition Corp. II Units, each consisting of one share of Class A common stock, and one-ha
SPRQ.U
-200,000
Closed -$2.16M