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
BKIE icon
1701
BNY Mellon International Equity ETF
BKIE
$1.13B
$45.8K ﹤0.01%
+532
DOCS icon
1702
Doximity
DOCS
$8.22B
$45.6K ﹤0.01%
744
+178
AMRC icon
1703
Ameresco
AMRC
$1.56B
$45.6K ﹤0.01%
3,000
IEV icon
1704
iShares Europe ETF
IEV
$1.62B
$45.3K ﹤0.01%
717
+316
PNNT
1705
Pennant Park Investment Corp
PNNT
$382M
$45.1K ﹤0.01%
6,600
DBP icon
1706
Invesco DB Precious Metals Fund
DBP
$262M
$45.1K ﹤0.01%
600
VMI icon
1707
Valmont Industries
VMI
$8.11B
$45.1K ﹤0.01%
138
-101
ATMU icon
1708
Atmus Filtration Technologies
ATMU
$4.37B
$44.9K ﹤0.01%
1,234
WTM icon
1709
White Mountains Insurance
WTM
$5.19B
$44.9K ﹤0.01%
25
-8
GUNR icon
1710
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.66B
$44.9K ﹤0.01%
1,119
-215
ADPT icon
1711
Adaptive Biotechnologies
ADPT
$2.6B
$44.8K ﹤0.01%
3,845
PDP icon
1712
Invesco Dorsey Wright Momentum ETF
PDP
$1.31B
$44.5K ﹤0.01%
410
AFLG icon
1713
First Trust Active Factor Large Cap ETF
AFLG
$459M
$44.4K ﹤0.01%
+1,223
URNM icon
1714
Sprott Uranium Miners ETF
URNM
$1.73B
$44.4K ﹤0.01%
926
+500
FTDR icon
1715
Frontdoor
FTDR
$4.1B
$44.3K ﹤0.01%
751
+565
SGDM icon
1716
Sprott Gold Miners ETF
SGDM
$666M
$44.2K ﹤0.01%
978
+728
CRK icon
1717
Comstock Resources
CRK
$6.32B
$44.2K ﹤0.01%
1,598
+1,473
JUST icon
1718
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$501M
$44K ﹤0.01%
500
WHD icon
1719
Cactus
WHD
$3.14B
$43.8K ﹤0.01%
1,002
+375
AKAM icon
1720
Akamai
AKAM
$12.8B
$43.8K ﹤0.01%
549
-1,447
NTSX icon
1721
WisdomTree US Efficient Core Fund
NTSX
$1.28B
$43.8K ﹤0.01%
874
PLYM
1722
Plymouth Industrial REIT
PLYM
$975M
$43.5K ﹤0.01%
2,710
+9
JQC icon
1723
Nuveen Credit Strategies Income Fund
JQC
$741M
$43.5K ﹤0.01%
8,061
+79
PTY icon
1724
PIMCO Corporate & Income Opportunity Fund
PTY
$2.47B
$43.4K ﹤0.01%
3,122
-1
NLY icon
1725
Annaly Capital Management
NLY
$15.5B
$43.4K ﹤0.01%
2,307
-11
67 68
69
70 71