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
TPVG icon
1851
TriplePoint Venture Growth BDC
TPVG
$250M
$31.1K ﹤0.01%
4,430
-1
STNC icon
1852
Hennessy Sustainable ETF
STNC
$95.2M
$31K ﹤0.01%
1,006
CRVL icon
1853
CorVel
CRVL
$3.52B
$31K ﹤0.01%
302
-79
PDO
1854
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
$31K ﹤0.01%
2,300
-2,001
ULS icon
1855
UL Solutions
ULS
$15.5B
$31K ﹤0.01%
425
+40
FCPT icon
1856
Four Corners Property Trust
FCPT
$2.47B
$30.9K ﹤0.01%
1,148
-90,197
TOWN icon
1857
Towne Bank
TOWN
$2.76B
$30.7K ﹤0.01%
899
+4
ECC
1858
Eagle Point Credit Co
ECC
$748M
$30.6K ﹤0.01%
4,000
-1
POWI icon
1859
Power Integrations
POWI
$2.02B
$30.6K ﹤0.01%
548
-69
CX icon
1860
Cemex
CX
$16.9B
$30.5K ﹤0.01%
4,408
+413
SPXC icon
1861
SPX Corp
SPXC
$10.1B
$30.5K ﹤0.01%
182
-129
CTA icon
1862
Simplify Managed Futures Strategy ETF
CTA
$1.15B
$30.5K ﹤0.01%
1,139
-275
BNTX icon
1863
BioNTech
BNTX
$22.2B
$30.4K ﹤0.01%
286
IEF icon
1864
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$30.3K ﹤0.01%
317
+308
LTH icon
1865
Life Time Group Holdings
LTH
$5.83B
$30.3K ﹤0.01%
1,000
EBC icon
1866
Eastern Bankshares
EBC
$4.23B
$30.3K ﹤0.01%
1,983
DNP icon
1867
DNP Select Income Fund
DNP
$3.71B
$30.1K ﹤0.01%
3,076
-1,162
HST icon
1868
Host Hotels & Resorts
HST
$12.7B
$30.1K ﹤0.01%
1,959
-1,384
VOOV icon
1869
Vanguard S&P 500 Value ETF
VOOV
$5.91B
$30K ﹤0.01%
159
+2
CVCO icon
1870
Cavco Industries
CVCO
$4.72B
$30K ﹤0.01%
69
-1,709
UGL icon
1871
ProShares Ultra Gold
UGL
$977M
$29.8K ﹤0.01%
860
+60
NANC icon
1872
Unusual Whales Subversive Democratic Trading ETF
NANC
$264M
$29.8K ﹤0.01%
711
+367
MOH icon
1873
Molina Healthcare
MOH
$8.41B
$29.8K ﹤0.01%
100
-82
FLNG icon
1874
FLEX LNG
FLNG
$1.36B
$29.6K ﹤0.01%
1,348
-20
MAA icon
1875
Mid-America Apartment Communities
MAA
$15.7B
$29.6K ﹤0.01%
200
-104
73 74
75
76 77