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
WSC icon
1826
WillScot Mobile Mini Holdings
WSC
$3.43B
$32.9K ﹤0.01%
1,201
-278
CGDV icon
1827
Capital Group Dividend Value ETF
CGDV
$25.8B
$32.9K ﹤0.01%
832
+107
SMPL icon
1828
Simply Good Foods
SMPL
$1.87B
$32.9K ﹤0.01%
1,040
SLYV icon
1829
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.2B
$32.8K ﹤0.01%
411
-1,380
TFX icon
1830
Teleflex
TFX
$5.39B
$32.7K ﹤0.01%
276
-104
DAC icon
1831
Danaos Corp
DAC
$1.69B
$32.6K ﹤0.01%
378
+78
VCEL icon
1832
Vericel Corp
VCEL
$1.82B
$32.6K ﹤0.01%
765
+50
JOBY icon
1833
Joby Aviation
JOBY
$13B
$32.4K ﹤0.01%
3,068
-3,492
SLRC icon
1834
SLR Investment Corp
SLRC
$835M
$32.3K ﹤0.01%
2,000
-1
TNGY
1835
Tortoise Energy Fund
TNGY
$500M
$32.3K ﹤0.01%
+3,518
FTF
1836
Franklin Limited Duration Income Trust
FTF
$244M
$32.2K ﹤0.01%
+5,016
FN icon
1837
Fabrinet
FN
$17B
$32.1K ﹤0.01%
109
-28
THRO
1838
iShares U.S. Thematic Rotation Active ETF
THRO
$6.99B
$32.1K ﹤0.01%
901
TGTX icon
1839
TG Therapeutics
TGTX
$4.92B
$32K ﹤0.01%
890
+1
IEO icon
1840
iShares US Oil & Gas Exploration & Production ETF
IEO
$420M
$31.9K ﹤0.01%
360
BXMT icon
1841
Blackstone Mortgage Trust
BXMT
$3.37B
$31.9K ﹤0.01%
1,655
+155
GRNT icon
1842
Granite Ridge Resources
GRNT
$609M
$31.9K ﹤0.01%
+5,000
KNX icon
1843
Knight Transportation
KNX
$8.5B
$31.8K ﹤0.01%
718
-43
KTB icon
1844
Kontoor Brands
KTB
$3.56B
$31.7K ﹤0.01%
481
TRIN icon
1845
Trinity Capital
TRIN
$1.14B
$31.7K ﹤0.01%
2,253
YYY icon
1846
Amplify CEF High Income ETF
YYY
$661M
$31.7K ﹤0.01%
+2,707
CC icon
1847
Chemours
CC
$1.77B
$31.7K ﹤0.01%
2,768
-509
EGY icon
1848
Vaalco Energy
EGY
$358M
$31.4K ﹤0.01%
8,700
CRUS icon
1849
Cirrus Logic
CRUS
$6.18B
$31.4K ﹤0.01%
301
-528
XERS icon
1850
Xeris Biopharma Holdings
XERS
$1.22B
$31.1K ﹤0.01%
6,664
72 73
74
75 76