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
GTY
1726
Getty Realty Corp
GTY
$1.66B
$57.9K ﹤0.01%
+2,160
CGMU icon
1727
Capital Group Municipal Income ETF
CGMU
$4.61B
$57.9K ﹤0.01%
+2,120
NMFC icon
1728
New Mountain Finance
NMFC
$989M
$57.8K ﹤0.01%
6,000
-1,235
NLY icon
1729
Annaly Capital Management
NLY
$15.2B
$57.8K ﹤0.01%
2,859
+552
EMBJ
1730
Embraer S.A. ADS
EMBJ
$11.6B
$57.7K ﹤0.01%
955
+560
TRIP icon
1731
TripAdvisor
TRIP
$1.77B
$57.7K ﹤0.01%
+3,546
AFRM icon
1732
Affirm
AFRM
$21.9B
$57.6K ﹤0.01%
788
-226
ADPT icon
1733
Adaptive Biotechnologies
ADPT
$2.38B
$57.5K ﹤0.01%
3,845
GOF icon
1734
Guggenheim Strategic Opportunities Fund
GOF
$2.41B
$57.3K ﹤0.01%
3,826
AWR icon
1735
American States Water
AWR
$2.86B
$57.1K ﹤0.01%
779
-21
DSGX icon
1736
Descartes Systems
DSGX
$7.74B
$57K ﹤0.01%
605
-1,366
EOSE icon
1737
Eos Energy Enterprises
EOSE
$4.5B
$57K ﹤0.01%
5,000
-6,850
OMCL icon
1738
Omnicell
OMCL
$1.94B
$56.9K ﹤0.01%
1,870
CNA icon
1739
CNA Financial
CNA
$12.7B
$56.8K ﹤0.01%
1,223
+719
SPSB icon
1740
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.4B
$56.6K ﹤0.01%
1,869
+19
NTB icon
1741
Bank of N.T. Butterfield & Son
NTB
$2.11B
$56.1K ﹤0.01%
+1,308
PSI icon
1742
Invesco Semiconductors ETF
PSI
$1.01B
$55.9K ﹤0.01%
795
THO icon
1743
Thor Industries
THO
$5.36B
$55.8K ﹤0.01%
538
+244
HR icon
1744
Healthcare Realty
HR
$6.06B
$55.5K ﹤0.01%
3,081
+2,997
NUKZ icon
1745
Range Nuclear Renaissance Index ETF
NUKZ
$746M
$55.5K ﹤0.01%
854
+473
SRAD icon
1746
Sportradar
SRAD
$6.79B
$55.4K ﹤0.01%
2,061
IBP icon
1747
Installed Building Products
IBP
$7.28B
$55.3K ﹤0.01%
224
+1
ALDX icon
1748
Aldeyra Therapeutics
ALDX
$253M
$54.8K ﹤0.01%
+10,505
BOKF icon
1749
BOK Financial
BOKF
$7.57B
$54.7K ﹤0.01%
+491
EGP icon
1750
EastGroup Properties
EGP
$9.73B
$54.7K ﹤0.01%
323
+3
68 69
70
71 72