CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $47.4B
This Quarter Return
+5.57%
1 Year Return
+12.6%
3 Year Return
+37.68%
5 Year Return
+169.56%
10 Year Return
+264.72%
AUM
$39.7B
AUM Growth
+$39.7B
Cap. Flow
+$500M
Cap. Flow %
1.26%
Top 10 Hldgs %
24.79%
Holding
1,092
New
120
Increased
366
Reduced
423
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
GWPH
1076
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
-3,488 Closed -$403K
NEOS
1077
DELISTED
Neos Therapeutics, Inc
NEOS
-15,335 Closed -$10K
TCP
1078
DELISTED
TC Pipelines LP
TCP
-1,744,672 Closed -$51.4M
SBE.WS
1079
DELISTED
Switchback Energy Acquisition Corporation Warrants, exercisable for one share of Class A Common Stoc
SBE.WS
-200,000 Closed -$3.08M
TIF
1080
DELISTED
Tiffany & Co.
TIF
-48,073 Closed -$6.32M
BMY.RT
1081
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
-49,965 Closed -$34K
IBTX
1082
DELISTED
Independent Bank Group, Inc.
IBTX
-3,402 Closed -$213K
ATIP
1083
DELISTED
ATI Physical Therapy, Inc.
ATIP
-200,000 Closed -$2.15M
HSKA
1084
DELISTED
Heska Corp
HSKA
-1,552 Closed -$226K
CRWD icon
1085
CrowdStrike
CRWD
$106B
-10,609 Closed -$2.25M
DLN icon
1086
WisdomTree US LargeCap Dividend Fund
DLN
$5.28B
-5,461 Closed -$587K
EVGO icon
1087
EVgo
EVGO
$521M
-1,000,000 Closed -$10.7M
EVGOW icon
1088
EVgo Inc. Warrants
EVGOW
$2.9M
-500,000 Closed -$895K
EVRG icon
1089
Evergy
EVRG
$16.4B
-71,547 Closed -$3.97M
FWRD icon
1090
Forward Air
FWRD
$925M
-8,189 Closed -$629K
GDDY icon
1091
GoDaddy
GDDY
$20.5B
-11,795 Closed -$979K
CATC
1092
DELISTED
CAMBRIDGE BANCORP
CATC
-3,609 Closed -$252K