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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1 +$247M
2 +$181M
3 +$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1 +$315M
2 +$229M
3 +$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HUT
1676
Hut 8
HUT
$4.46B
$64.1K ﹤0.01%
1,842
-1,099
CORT icon
1677
Corcept Therapeutics
CORT
$9.26B
$64K ﹤0.01%
770
+433
BRX icon
1678
Brixmor Property Group
BRX
$7.85B
$63.9K ﹤0.01%
2,307
+2,017
OVV icon
1679
Ovintiv
OVV
$10.2B
$63.6K ﹤0.01%
1,576
+1,136
IETC icon
1680
iShares US Tech Independence Focused ETF
IETC
$948M
$63.5K ﹤0.01%
+623
IAI icon
1681
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
$63.5K ﹤0.01%
359
PFLT icon
1682
PennantPark Floating Rate Capital
PFLT
$934M
$63.3K ﹤0.01%
7,122
STRL icon
1683
Sterling Infrastructure
STRL
$9.68B
$63.2K ﹤0.01%
186
+14
GUNR icon
1684
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.71B
$62.7K ﹤0.01%
1,433
+314
ATI icon
1685
ATI
ATI
$14.8B
$62.6K ﹤0.01%
770
OZK icon
1686
Bank OZK
OZK
$5.45B
$62.6K ﹤0.01%
1,228
+999
OIS icon
1687
Oil States International
OIS
$422M
$62.6K ﹤0.01%
+10,325
CTRE icon
1688
CareTrust REIT
CTRE
$8.1B
$62.6K ﹤0.01%
+1,804
CRI icon
1689
Carter's
CRI
$1.18B
$62.5K ﹤0.01%
2,215
RLI icon
1690
RLI Corp
RLI
$5.91B
$62.5K ﹤0.01%
958
+708
GRNY
1691
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.8B
$62.5K ﹤0.01%
2,500
-2,000
SPCE icon
1692
Virgin Galactic
SPCE
$205M
$62.4K ﹤0.01%
16,161
+16,147
BMNR
1693
BitMine Immersion Technologies
BMNR
$14.8B
$62.3K ﹤0.01%
+1,200
FEX icon
1694
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
$62.2K ﹤0.01%
+532
CPF icon
1695
Central Pacific Financial
CPF
$867M
$62.1K ﹤0.01%
+2,046
INSP icon
1696
Inspire Medical Systems
INSP
$3.8B
$62K ﹤0.01%
835
KB icon
1697
KB Financial Group
KB
$30.7B
$61.9K ﹤0.01%
747
+548
HPS
1698
John Hancock Preferred Income Fund III
HPS
$461M
$61.8K ﹤0.01%
4,000
INCY icon
1699
Incyte
INCY
$18.7B
$61.6K ﹤0.01%
726
+440
NGVT icon
1700
Ingevity
NGVT
$2.12B
$61.5K ﹤0.01%
+1,115