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
TLTD icon
1251
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$594M
$142K ﹤0.01%
1,706
ING icon
1252
ING
ING
$80.4B
$142K ﹤0.01%
6,508
+3,571
ALG icon
1253
Alamo Group
ALG
$2.1B
$142K ﹤0.01%
650
-50
RSPU icon
1254
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$513M
$142K ﹤0.01%
1,994
+13
UPRO icon
1255
ProShares UltraPro S&P 500
UPRO
$4.59B
$142K ﹤0.01%
1,550
+85
SMCI icon
1256
Super Micro Computer
SMCI
$17.8B
$141K ﹤0.01%
2,867
-1,200
IIIV icon
1257
i3 Verticals
IIIV
$627M
$140K ﹤0.01%
5,101
+305
FPE icon
1258
First Trust Preferred Securities and Income ETF
FPE
$6.29B
$140K ﹤0.01%
7,865
+6,700
PDD icon
1259
Pinduoduo
PDD
$151B
$140K ﹤0.01%
1,336
-11
TPH icon
1260
Tri Pointe Homes
TPH
$2.85B
$140K ﹤0.01%
4,368
+74
SIGA icon
1261
SIGA Technologies
SIGA
$453M
$139K ﹤0.01%
21,316
-4,684
ATEC icon
1262
Alphatec Holdings
ATEC
$2.93B
$139K ﹤0.01%
12,504
-3,000
EVLV icon
1263
Evolv Technologies
EVLV
$1.26B
$139K ﹤0.01%
22,233
RIV
1264
RiverNorth Opportunities Fund
RIV
$320M
$139K ﹤0.01%
11,300
NAMS icon
1265
NewAmsterdam Pharma
NAMS
$3.79B
$138K ﹤0.01%
7,640
NOG icon
1266
Northern Oil and Gas
NOG
$2.17B
$138K ﹤0.01%
4,874
+1,315
BIIB icon
1267
Biogen
BIIB
$25B
$138K ﹤0.01%
1,100
-62
XNCR icon
1268
Xencor
XNCR
$1.13B
$138K ﹤0.01%
17,563
AA icon
1269
Alcoa
AA
$12.5B
$138K ﹤0.01%
4,669
+1,170
WBS icon
1270
Webster Financial
WBS
$10.4B
$137K ﹤0.01%
2,507
+2,113
ITT icon
1271
ITT
ITT
$14.9B
$137K ﹤0.01%
871
+141
IPG
1272
DELISTED
Interpublic Group of Companies
IPG
$135K ﹤0.01%
5,529
-3,909
HAL icon
1273
Halliburton
HAL
$23.1B
$135K ﹤0.01%
6,631
+3,099
MGY icon
1274
Magnolia Oil & Gas
MGY
$3.97B
$135K ﹤0.01%
6,001
+5,789
RAMP icon
1275
LiveRamp
RAMP
$1.91B
$135K ﹤0.01%
4,083
-1,885
49 50
51
52 53