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
LOGI icon
1876
Logitech
LOGI
$15.3B
$29.5K ﹤0.01%
327
+10
GAUZ
1877
Gauzy
GAUZ
$21.2M
$29.3K ﹤0.01%
3,470
PLXS icon
1878
Plexus
PLXS
$4.1B
$29.2K ﹤0.01%
216
+11
VUZI icon
1879
Vuzix
VUZI
$246M
$29.2K ﹤0.01%
10,000
PTIR
1880
GraniteShares 2x Long PLTR Daily ETF
PTIR
$788M
$29.2K ﹤0.01%
+1,500
ENPH icon
1881
Enphase Energy
ENPH
$4.35B
$29K ﹤0.01%
732
-484
AMRZ
1882
Amrize Ltd
AMRZ
$30B
$29K ﹤0.01%
+584
ESPO icon
1883
VanEck Video Gaming and eSports ETF
ESPO
$380M
$28.9K ﹤0.01%
264
-90
DLB icon
1884
Dolby
DLB
$6.31B
$28.9K ﹤0.01%
389
-571
VIRT icon
1885
Virtu Financial
VIRT
$2.87B
$28.7K ﹤0.01%
640
-308
SKYW icon
1886
Skywest
SKYW
$4.17B
$28.6K ﹤0.01%
278
-326
QDF icon
1887
FlexShares Quality Dividend Index Fund
QDF
$2.02B
$28.6K ﹤0.01%
391
NJR icon
1888
New Jersey Resources
NJR
$4.67B
$28.5K ﹤0.01%
635
+9
PREF icon
1889
Principal Spectrum Preferred Securities Active ETF
PREF
$1.39B
$28.5K ﹤0.01%
1,500
MLGO
1890
MicroAlgo
MLGO
$69.9M
$28.4K ﹤0.01%
+1,857
TMFE icon
1891
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$99.3M
$28.1K ﹤0.01%
1,000
DOCU icon
1892
DocuSign
DOCU
$14B
$28.1K ﹤0.01%
361
-1,290
GGAL icon
1893
Galicia Financial Group
GGAL
$8.7B
$28.1K ﹤0.01%
557
+17
VONV icon
1894
Vanguard Russell 1000 Value ETF
VONV
$14.4B
$28K ﹤0.01%
329
FDL icon
1895
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.06B
$28K ﹤0.01%
+669
OCSL icon
1896
Oaktree Specialty Lending
OCSL
$1.13B
$28K ﹤0.01%
2,050
OMF icon
1897
OneMain Financial
OMF
$8.04B
$27.8K ﹤0.01%
487
+10
ELAN icon
1898
Elanco Animal Health
ELAN
$11.1B
$27.7K ﹤0.01%
1,939
-236
SMA
1899
SmartStop Self Storage REIT
SMA
$1.74B
$27.5K ﹤0.01%
+760
TMF icon
1900
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.05B
$27.5K ﹤0.01%
700
74 75
76
77 78