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
SLAB icon
1851
Silicon Laboratories
SLAB
$4.41B
$44.2K ﹤0.01%
337
MFIC icon
1852
MidCap Financial Investment
MFIC
$1.1B
$44.1K ﹤0.01%
3,675
EMLC icon
1853
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.15B
$44K ﹤0.01%
1,726
+1,183
CC icon
1854
Chemours
CC
$1.75B
$43.8K ﹤0.01%
2,768
CLSK icon
1855
CleanSpark
CLSK
$3.03B
$43.6K ﹤0.01%
3,005
+2,947
LZB icon
1856
La-Z-Boy
LZB
$1.64B
$43.2K ﹤0.01%
1,260
+1,221
LRN icon
1857
Stride
LRN
$2.89B
$43.2K ﹤0.01%
290
+14
SUSA icon
1858
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$43K ﹤0.01%
317
ASIX icon
1859
AdvanSix
ASIX
$432M
$42.8K ﹤0.01%
2,211
+2,203
CWST icon
1860
Casella Waste Systems
CWST
$6.34B
$42.8K ﹤0.01%
451
ELTX icon
1861
Elicio Therapeutics
ELTX
$141M
$42.6K ﹤0.01%
7,000
HOG icon
1862
Harley-Davidson
HOG
$2.51B
$42.2K ﹤0.01%
1,514
-805
AU icon
1863
AngloGold Ashanti
AU
$42.4B
$42.1K ﹤0.01%
599
+150
TFX icon
1864
Teleflex
TFX
$5.52B
$42.1K ﹤0.01%
344
+68
DYNF icon
1865
BlackRock US Equity Factor Rotation ETF
DYNF
$30.3B
$42.1K ﹤0.01%
711
+457
CAE icon
1866
CAE Inc
CAE
$9.34B
$41.9K ﹤0.01%
+1,413
WTM icon
1867
White Mountains Insurance
WTM
$5.2B
$41.8K ﹤0.01%
25
BCAL icon
1868
Southern California Bancorp
BCAL
$632M
$41.8K ﹤0.01%
2,504
BBEU icon
1869
JPMorgan BetaBuilders Europe ETF
BBEU
$8.58B
$41.6K ﹤0.01%
+598
SII
1870
Sprott
SII
$2.46B
$41.6K ﹤0.01%
500
NVMI icon
1871
Nova
NVMI
$9.44B
$41.6K ﹤0.01%
130
+56
BBN icon
1872
BlackRock Taxable Municipal Bond Trust
BBN
$1.05B
$41.5K ﹤0.01%
2,500
-10
TRNO icon
1873
Terreno Realty
TRNO
$6.18B
$41.4K ﹤0.01%
730
-455
NWS icon
1874
News Corp Class B
NWS
$16.4B
$41.4K ﹤0.01%
1,198
+29
MSTY icon
1875
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.67B
$41.3K ﹤0.01%
2,960
+1,200
73 74
75
76 77