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
GRNY
1376
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.77B
$102K ﹤0.01%
+4,500
ROCK icon
1377
Gibraltar Industries
ROCK
$1.51B
$102K ﹤0.01%
1,729
+31
ACM icon
1378
Aecom
ACM
$12.8B
$102K ﹤0.01%
902
+13
FWONA icon
1379
Liberty Media Series A
FWONA
$21.9B
$102K ﹤0.01%
1,072
+45
ETH
1380
Grayscale Ethereum Mini Trust ETF
ETH
$2.06B
$102K ﹤0.01%
4,280
-1,346
CM icon
1381
Canadian Imperial Bank of Commerce
CM
$85.6B
$101K ﹤0.01%
1,430
-40,070
SG icon
1382
Sweetgreen
SG
$836M
$101K ﹤0.01%
6,784
+6,750
OTTR icon
1383
Otter Tail
OTTR
$3.54B
$100K ﹤0.01%
1,300
FOXA icon
1384
Fox Class A
FOXA
$31.6B
$100K ﹤0.01%
1,786
-42
GEOS icon
1385
Geospace Technologies
GEOS
$198M
$99.8K ﹤0.01%
7,000
CLOZ icon
1386
Panagram BBB-B CLO ETF
CLOZ
$762M
$99.5K ﹤0.01%
3,722
JMST icon
1387
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.67B
$99.3K ﹤0.01%
1,950
PCY icon
1388
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.32B
$99.1K ﹤0.01%
4,850
GH icon
1389
Guardant Health
GH
$12.6B
$99K ﹤0.01%
1,902
+1,835
JPST icon
1390
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$98.2K ﹤0.01%
1,938
-1,088
PFGC icon
1391
Performance Food Group
PFGC
$14.4B
$98.1K ﹤0.01%
1,121
+90
GSIE icon
1392
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.85B
$97.8K ﹤0.01%
+2,467
MGTX icon
1393
MeiraGTx Holdings
MGTX
$641M
$97.8K ﹤0.01%
15,000
MGM icon
1394
MGM Resorts International
MGM
$10.1B
$97.4K ﹤0.01%
2,833
+336
ETW
1395
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$994M
$97.3K ﹤0.01%
11,252
+265
PCN
1396
PIMCO Corporate & Income Strategy Fund
PCN
$900M
$97.2K ﹤0.01%
7,660
FELC icon
1397
Fidelity Enhanced Large Cap Core ETF
FELC
$5.86B
$97K ﹤0.01%
2,812
+1,018
EPAC icon
1398
Enerpac Tool Group
EPAC
$1.9B
$96.9K ﹤0.01%
2,388
+41
HAP icon
1399
VanEck Natural Resources ETF
HAP
$200M
$96.5K ﹤0.01%
1,858
MRCY icon
1400
Mercury Systems
MRCY
$4.14B
$96.5K ﹤0.01%
1,792
+30
54 55
56
57 58